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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 | $24,583 | $86,701-71.6% | $73,309-66.5% | $125,389-80.4% |
| Participation rate | 46.2% | 78.6%-32.5pp | 74.9%-28.8pp | 83.2%-37.0pp |
| Annual return | 1.78% | 2.78%-1.0pp | 5.67%-3.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,599 | $4,152-61.5% | $3,237-50.6% | $4,866-67.1% |
| Participant deferral / active EE | $2,541 | $5,549-54.2% | $4,991-49.1% | $5,352-52.5% |
| Admin fee / account holder | $758 | $7,768-90.2% | $5,635-86.5% | $9,541-92.1% |