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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 | $22,515 | $45,152-50.1% | $73,836-69.5% | $59,633-62.2% |
| Participation rate | 42.9% | 64.0%-21.2pp | 73.4%-30.6pp | 68.7%-25.8pp |
| Annual return | 0.25% | 27.40%-27.2pp | 2268.06%-2267.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,450 | $1,901-23.8% | $2,787-48.0% | $2,203-34.2% |
| Participant deferral / active EE | $1,382 | $2,573-46.3% | $3,583-61.4% | $3,192-56.7% |
| Admin fee / account holder | $4,288 | $3,515+22.0% | $4,882-12.2% | $4,297-0.2% |