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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 | $23,474 | $75,962-69.1% | $154,108-84.8% | $64,173-63.4% |
| Participation rate | 55.8% | 70.4%-14.6pp | 83.0%-27.3pp | 69.6%-13.8pp |
| Annual return | 11.46% | 30.32%-18.9pp | 735.21%-723.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,189 | $3,350-64.5% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $1,722 | $3,175-45.7% | $5,081-66.1% | $3,470-50.4% |
| Admin fee / account holder | $926 | $5,589-83.4% | $13,411-93.1% | $4,887-81.0% |