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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 | $24,259 | $91,198-73.4% | $178,503-86.4% | $79,856-69.6% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 18.62% | 24.20%-5.6pp | 151.12%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,188 | $3,257-63.5% | $5,011-76.3% | $2,471-51.9% |
| Participant deferral / active EE | $1,949 | $3,237-39.8% | $5,202-62.5% | $3,741-47.9% |
| Admin fee / account holder | $716 | $6,748-89.4% | $13,987-94.9% | $5,306-86.5% |