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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 | $40,118 | $67,823-40.8% | $52,425-23.5% | $137,256-70.8% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 11.20% | 219.11%-207.9pp | 302.12%-290.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $932 | $1,163-19.8% | $914+2.0% | $4,156-77.6% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,963 | $2,844-31.0% | $2,495-21.3% | $12,270-84.0% |