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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 | $21,175 | $76,407-72.3% | $150,298-85.9% | $82,448-74.3% |
| Participation rate | 45.7% | 66.4%-20.7pp | 77.8%-32.0pp | 68.1%-22.4pp |
| Annual return | 31.64% | 39.99%-8.3pp | 62.79%-31.1pp | 41.64%-10.0pp |
| Employer contribution / active EE | $1,124 | $2,614-57.0% | $4,154-72.9% | $2,551-55.9% |
| Participant deferral / active EE | $1,467 | $3,214-54.4% | $5,453-73.1% | $4,139-64.6% |
| Admin fee / account holder | $1,250 | $6,352-80.3% | $14,116-91.1% | $7,234-82.7% |