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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 | $27,214 | $55,902-51.3% | $76,030-64.2% | $80,959-66.4% |
| Participation rate | 46.3% | 62.1%-15.7pp | 69.1%-22.7pp | 67.7%-21.3pp |
| Annual return | 14.12% | 20.59%-6.5pp | 361.54%-347.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,246 | $1,867-33.3% | $2,688-53.6% | $2,757-54.8% |
| Participant deferral / active EE | $2,487 | $3,051-18.5% | $4,257-41.6% | $4,300-42.2% |
| Admin fee / account holder | $873 | $5,239-83.3% | $6,421-86.4% | $6,925-87.4% |