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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 | $22,688 | $77,638-70.8% | $156,551-85.5% | $62,881-63.9% |
| Participation rate | 62.5% | 71.2%-8.7pp | 84.0%-21.5pp | 69.3%-6.8pp |
| Annual return | 5.18% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,205 | $3,444-65.0% | $5,501-78.1% | $2,281-47.2% |
| Participant deferral / active EE | $869 | $3,046-71.5% | $4,871-82.2% | $3,203-72.9% |
| Admin fee / account holder | $1,431 | $5,561-74.3% | $13,028-89.0% | $4,296-66.7% |