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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 | $20,092 | $91,198-78.0% | $178,503-88.7% | $79,856-74.8% |
| Participation rate | 27.3% | 69.2%-41.9pp | 81.9%-54.7pp | 69.6%-42.4pp |
| Annual return | 19.48% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,126 | $3,257-65.4% | $5,011-77.5% | $2,471-54.4% |
| Participant deferral / active EE | $2,254 | $3,237-30.4% | $5,202-56.7% | $3,741-39.7% |
| Admin fee / account holder | $1,990 | $6,748-70.5% | $13,987-85.8% | $5,306-62.5% |