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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 | $14,721 | $62,549-76.5% | $85,705-82.8% | $85,851-82.9% |
| Participation rate | 64.3% | 61.1%+3.1pp | 69.9%-5.6pp | 69.3%-5.0pp |
| Annual return | 12.84% | 23.77%-10.9pp | 21.49%-8.7pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,143 | $1,755-34.9% | $2,619-56.4% | $2,565-55.5% |
| Participant deferral / active EE | $1,558 | $2,802-44.4% | $3,924-60.3% | $3,952-60.6% |
| Admin fee / account holder | $1,418 | $4,644-69.5% | $6,877-79.4% | $6,261-77.4% |