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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 | $33,564 | $48,327-30.5% | $67,575-50.3% | $80,935-58.5% |
| Participation rate | 44.1% | 66.4%-22.3pp | 72.9%-28.8pp | 67.7%-23.5pp |
| Annual return | 19.25% | 18.31%+0.9pp | 3528.98%-3509.7pp | 35.66%-16.4pp |
| Employer contribution / active EE | $455 | $2,022-77.5% | $2,736-83.4% | $2,757-83.5% |
| Participant deferral / active EE | $818 | $2,927-72.1% | $4,003-79.6% | $4,299-81.0% |
| Admin fee / account holder | $725 | $3,692-80.4% | $3,993-81.8% | $6,924-89.5% |