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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 | $27,747 | $76,407-63.7% | $150,298-81.5% | $82,448-66.3% |
| Participation rate | 51.7% | 66.4%-14.7pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 13.94% | 39.99%-26.1pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,093 | $2,614-58.2% | $4,154-73.7% | $2,551-57.2% |
| Participant deferral / active EE | $2,549 | $3,214-20.7% | $5,453-53.2% | $4,139-38.4% |
| Admin fee / account holder | $10,818 | $6,352+70.3% | $14,116-23.4% | $7,234+49.5% |