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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 | $28,468 | $96,731-70.6% | $123,973-77.0% | $86,983-67.3% |
| Participation rate | 42.5% | 70.0%-27.5pp | 76.7%-34.2pp | 69.5%-27.0pp |
| Annual return | 18.66% | 17.33%+1.3pp | 388.13%-369.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,446 | $3,297-56.1% | $4,126-64.9% | $2,584-44.0% |
| Participant deferral / active EE | $2,680 | $4,152-35.5% | $5,247-48.9% | $4,194-36.1% |
| Admin fee / account holder | $3,491 | $8,722-60.0% | $11,799-70.4% | $7,856-55.6% |