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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 | $18,489 | $174,018-89.4% | $136,833-86.5% | $198,609-90.7% |
| Participation rate | 44.4% | 65.1%-20.7pp | 59.0%-14.6pp | 82.4%-37.9pp |
| Annual return | 19.48% | 35.16%-15.7pp | 35.32%-15.8pp | 202.70%-183.2pp |
| Employer contribution / active EE | $957 | $1,571-39.1% | $1,319-27.4% | $5,055-81.1% |
| Participant deferral / active EE | $1,696 | $2,873-41.0% | $2,441-30.5% | $6,977-75.7% |
| Admin fee / account holder | $1,340 | $5,434-75.3% | $4,706-71.5% | $19,030-93.0% |