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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 | $48,314-50.9% | $67,561-64.9% | $80,925-70.7% |
| Participation rate | 58.7% | 66.4%-7.7pp | 72.9%-14.2pp | 67.7%-9.0pp |
| Annual return | 16.91% | 18.28%-1.4pp | 3525.44%-3508.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,188 | $2,022-41.2% | $2,735-56.6% | $2,756-56.9% |
| Participant deferral / active EE | $1,998 | $2,927-31.7% | $4,003-50.1% | $4,299-53.5% |
| Admin fee / account holder | $2,658 | $3,690-28.0% | $4,006-33.7% | $6,940-61.7% |