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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 | $17,043 | $55,889-69.5% | $76,119-77.6% | $80,935-78.9% |
| Participation rate | 45.8% | 62.1%-16.2pp | 69.1%-23.2pp | 67.7%-21.8pp |
| Annual return | 11.78% | 20.58%-8.8pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,147 | $1,866+68.6% | $2,693+16.9% | $2,757+14.1% |
| Participant deferral / active EE | $1,933 | $3,051-36.6% | $4,259-54.6% | $4,299-55.0% |
| Admin fee / account holder | $2,666 | $5,241-49.1% | $6,421-58.5% | $6,924-61.5% |