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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 | $13,882 | $45,050-69.2% | $63,018-78.0% | $70,126-80.2% |
| Participation rate | 51.0% | 69.5%-18.5pp | 74.8%-23.8pp | 69.5%-18.6pp |
| Annual return | 15.54% | 18.76%-3.2pp | 87.62%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,737 | $2,052-15.3% | $2,761-37.1% | $2,343-25.8% |
| Participant deferral / active EE | $1,677 | $2,466-32.0% | $3,330-49.6% | $3,332-49.7% |
| Admin fee / account holder | $1,388 | $2,834-51.0% | $3,601-61.5% | $4,645-70.1% |