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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 | $13,817 | $77,638-82.2% | $156,551-91.2% | $62,881-78.0% |
| Participation rate | 60.5% | 71.2%-10.7pp | 84.0%-23.5pp | 69.3%-8.8pp |
| Annual return | 6.52% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,245 | $3,444-63.8% | $5,501-77.4% | $2,281-45.4% |
| Participant deferral / active EE | $1,679 | $3,046-44.9% | $4,871-65.5% | $3,203-47.6% |
| Admin fee / account holder | $1,250 | $5,561-77.5% | $13,028-90.4% | $4,296-70.9% |