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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 | $24,774 | $68,880-64.0% | $120,580-79.5% | $80,959-69.4% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.0%-22.0pp | 67.7%-17.7pp |
| Annual return | 14.10% | 23.68%-9.6pp | 107.48%-93.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,044 | $2,066-1.1% | $3,469-41.1% | $2,757-25.9% |
| Participant deferral / active EE | $4,751 | $3,191+48.9% | $4,995-4.9% | $4,300+10.5% |
| Admin fee / account holder | $2,931 | $5,785-49.3% | $9,418-68.9% | $6,925-57.7% |