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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 | $18,894 | $47,479-60.2% | $62,929-70.0% | $82,448-77.1% |
| Participation rate | 30.1% | 66.9%-36.7pp | 73.1%-43.0pp | 68.1%-37.9pp |
| Annual return | 19.95% | 20.34%-0.4pp | 1063.93%-1044.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $743 | $1,885-60.6% | $2,505-70.3% | $2,551-70.9% |
| Participant deferral / active EE | $1,468 | $2,870-48.9% | $3,888-62.2% | $4,139-64.5% |
| Admin fee / account holder | $1,271 | $3,804-66.6% | $5,065-74.9% | $7,234-82.4% |