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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,347 | $29,051+56.1% | $52,425-13.5% | $67,986-33.3% |
| Participation rate | 22.6% | 30.4%-7.8pp | 55.6%-33.0pp | 57.2%-34.6pp |
| Annual return | 18.91% | 24.00%-5.1pp | 302.12%-283.2pp | 31.67%-12.8pp |
| Employer contribution / active EE | $401 | $412-2.6% | $914-56.1% | $2,019-80.1% |
| Participant deferral / active EE | $1,243 | $873+42.4% | $1,790-30.6% | $3,358-63.0% |
| Admin fee / account holder | $1,750 | $2,113-17.2% | $2,495-29.9% | $3,203-45.4% |