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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 | $67,823-72.7% | $52,425-64.7% | $137,256-86.5% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | 19.48% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.9pp |
| Employer contribution / active EE | $957 | $1,163-17.7% | $914+4.7% | $4,156-77.0% |
| Participant deferral / active EE | $1,696 | $2,288-25.9% | $1,790-5.3% | $6,407-73.5% |
| Admin fee / account holder | $1,340 | $2,844-52.9% | $2,495-46.3% | $12,270-89.1% |