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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 | $18,944 | $75,173-74.8% | $84,292-77.5% | $75,173-74.8% |
| Participation rate | 40.5% | 67.2%-26.7pp | 63.1%-22.6pp | 67.2%-26.7pp |
| Annual return | 16.27% | 160.72%-144.5pp | 16.18%+0.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,108 | $2,671-58.5% | $10,497-89.4% | $2,671-58.5% |
| Participant deferral / active EE | $1,943 | $4,126-52.9% | $971+100.0% | $4,126-52.9% |
| Admin fee / account holder | $7,054 | $5,651+24.8% | $8,607-18.0% | $5,651+24.8% |