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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 | $17,011 | $55,889-69.6% | $76,119-77.7% | $80,935-79.0% |
| Participation rate | 43.9% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 12.94% | 20.58%-7.6pp | 361.25%-348.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $939 | $1,866-49.7% | $2,693-65.1% | $2,757-66.0% |
| Participant deferral / active EE | $1,644 | $3,051-46.1% | $4,259-61.4% | $4,299-61.8% |
| Admin fee / account holder | $1,811 | $5,241-65.5% | $6,421-71.8% | $6,924-73.9% |