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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 | $18,027 | $48,327-62.7% | $67,575-73.3% | $80,935-77.7% |
| Participation rate | 37.2% | 66.4%-29.2pp | 72.9%-35.7pp | 67.7%-30.5pp |
| Annual return | 19.76% | 18.31%+1.4pp | 3528.98%-3509.2pp | 35.66%-15.9pp |
| Employer contribution / active EE | $1,049 | $2,022-48.1% | $2,736-61.7% | $2,757-61.9% |
| Participant deferral / active EE | $2,725 | $2,927-6.9% | $4,003-31.9% | $4,299-36.6% |
| Admin fee / account holder | $1,444 | $3,692-60.9% | $3,993-63.8% | $6,924-79.1% |