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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 | $16,114 | $48,314-66.6% | $67,561-76.1% | $80,925-80.1% |
| Participation rate | 22.5% | 66.4%-43.9pp | 72.9%-50.4pp | 67.7%-45.2pp |
| Annual return | 18.11% | 18.28%-0.2pp | 3525.44%-3507.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $586 | $2,022-71.0% | $2,735-78.6% | $2,756-78.7% |
| Participant deferral / active EE | $1,105 | $2,927-62.2% | $4,003-72.4% | $4,299-74.3% |
| Admin fee / account holder | $1,269 | $3,690-65.6% | $4,006-68.3% | $6,940-81.7% |