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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 | $18,398 | $77,901-76.4% | $149,717-87.7% | $75,181-75.5% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 15.48% | 31.73%-16.3pp | 134.41%-118.9pp | 160.69%-145.2pp |
| Employer contribution / active EE | $1,315 | $3,137-58.1% | $4,820-72.7% | $2,671-50.8% |
| Participant deferral / active EE | $1,506 | $3,411-55.8% | $5,682-73.5% | $4,126-63.5% |
| Admin fee / account holder | $6,128 | $5,949+3.0% | $13,213-53.6% | $5,650+8.5% |