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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 | $19,870 | $49,976-60.2% | $66,674-70.2% | $82,637-76.0% |
| Participation rate | 65.6% | 63.1%+2.5pp | 73.7%-8.1pp | 68.1%-2.5pp |
| Annual return | 23.69% | 39.09%-15.4pp | 321.24%-297.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $1,119 | $1,988-43.7% | $2,620-57.3% | $2,552-56.2% |
| Participant deferral / active EE | $1,467 | $2,847-48.5% | $4,084-64.1% | $4,126-64.4% |
| Admin fee / account holder | $1,465 | $4,594-68.1% | $5,098-71.3% | $7,339-80.0% |