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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 | $20,683 | $48,337-57.2% | $67,560-69.4% | $80,959-74.5% |
| Participation rate | 44.0% | 66.4%-22.4pp | 72.9%-28.9pp | 67.7%-23.7pp |
| Annual return | 14.64% | 18.26%-3.6pp | 3533.50%-3518.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,117 | $2,023-44.8% | $2,737-59.2% | $2,757-59.5% |
| Participant deferral / active EE | $2,254 | $2,928-23.0% | $4,004-43.7% | $4,300-47.6% |
| Admin fee / account holder | $1,177 | $3,695-68.2% | $3,994-70.5% | $6,925-83.0% |