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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 | $18,970 | $101,063-81.2% | $81,473-76.7% | $147,586-87.1% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 8.78% | 32.41%-23.6pp | 38.78%-30.0pp | 578.59%-569.8pp |
| Employer contribution / active EE | $1,595 | $3,206-50.2% | $2,568-37.9% | $4,876-67.3% |
| Participant deferral / active EE | $1,877 | $4,242-55.8% | $3,537-46.9% | $5,439-65.5% |
| Admin fee / account holder | $8,628 | $5,812+48.4% | $4,561+89.2% | $10,886-20.7% |