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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 | $11,802 | $40,275-70.7% | $57,356-79.4% | $59,633-80.2% |
| Participation rate | 60.0% | 69.1%-9.1pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | 4.10% | 27.52%-23.4pp | 24.41%-20.3pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $521 | $1,921-72.9% | $2,689-80.6% | $2,203-76.3% |
| Participant deferral / active EE | $1,775 | $2,400-26.1% | $3,162-43.9% | $3,192-44.4% |
| Admin fee / account holder | $2,877 | $2,820+2.0% | $3,357-14.3% | $4,297-33.1% |