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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 | $20,134 | $91,198-77.9% | $178,503-88.7% | $79,856-74.8% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 10.63% | 24.20%-13.6pp | 151.12%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,119 | $3,257-65.6% | $5,011-77.7% | $2,471-54.7% |
| Participant deferral / active EE | $1,927 | $3,237-40.5% | $5,202-63.0% | $3,741-48.5% |
| Admin fee / account holder | $1,148 | $6,748-83.0% | $13,987-91.8% | $5,306-78.4% |