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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 | $23,743 | $48,337-50.9% | $67,560-64.9% | $80,959-70.7% |
| Participation rate | 58.7% | 66.4%-7.7pp | 72.9%-14.2pp | 67.7%-9.0pp |
| Annual return | 16.91% | 18.26%-1.4pp | 3533.50%-3516.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,188 | $2,023-41.3% | $2,737-56.6% | $2,757-56.9% |
| Participant deferral / active EE | $1,998 | $2,928-31.8% | $4,004-50.1% | $4,300-53.5% |
| Admin fee / account holder | $2,658 | $3,695-28.1% | $3,994-33.5% | $6,925-61.6% |