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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 | $19,730 | $84,236-76.6% | $170,435-88.4% | $70,126-71.9% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 14.62% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,280 | $3,387-62.2% | $5,432-76.4% | $2,343-45.4% |
| Participant deferral / active EE | $2,011 | $3,086-34.8% | $4,939-59.3% | $3,332-39.7% |
| Admin fee / account holder | $337 | $5,698-94.1% | $13,881-97.6% | $4,645-92.7% |