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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 | $42,878 | $48,327-11.3% | $67,575-36.5% | $80,935-47.0% |
| Participation rate | 37.9% | 66.4%-28.5pp | 72.9%-35.0pp | 67.7%-29.7pp |
| Annual return | 12.60% | 18.31%-5.7pp | 3528.98%-3516.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,049 | $2,022-48.1% | $2,736-61.7% | $2,757-62.0% |
| Participant deferral / active EE | $1,992 | $2,927-31.9% | $4,003-50.2% | $4,299-53.7% |
| Admin fee / account holder | $959 | $3,692-74.0% | $3,993-76.0% | $6,924-86.1% |