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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 | $20,268 | $84,236-75.9% | $170,435-88.1% | $70,126-71.1% |
| Participation rate | 62.1% | 70.8%-8.8pp | 83.6%-21.5pp | 69.5%-7.5pp |
| Annual return | 14.53% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,246 | $3,387-63.2% | $5,432-77.1% | $2,343-46.8% |
| Participant deferral / active EE | $1,705 | $3,086-44.7% | $4,939-65.5% | $3,332-48.8% |
| Admin fee / account holder | $662 | $5,698-88.4% | $13,881-95.2% | $4,645-85.8% |