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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 | $22,692 | $92,798-75.5% | $96,707-76.5% | $137,256-83.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 17.43% | 31.24%-13.8pp | 34.78%-17.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,968 | $4,147-52.6% | $4,191-53.1% | $4,156-52.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $408 | $7,946-94.9% | $7,503-94.6% | $12,270-96.7% |