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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 | $22,608 | $77,638-70.9% | $156,551-85.6% | $62,881-64.0% |
| Participation rate | 67.0% | 71.2%-4.2pp | 84.0%-17.0pp | 69.3%-2.3pp |
| Annual return | 11.27% | 50.33%-39.1pp | 32.23%-21.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,458 | $3,444-57.7% | $5,501-73.5% | $2,281-36.1% |
| Participant deferral / active EE | $2,147 | $3,046-29.5% | $4,871-55.9% | $3,203-33.0% |
| Admin fee / account holder | $6,042 | $5,561+8.6% | $13,028-53.6% | $4,296+40.7% |