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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 | $23,958 | $85,171-71.9% | $172,752-86.1% | $72,975-67.2% |
| Participation rate | 63.2% | 70.1%-6.8pp | 82.6%-19.4pp | 69.5%-6.3pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.97%-782.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,225 | $3,324-63.2% | $5,144-76.2% | $2,440-49.8% |
| Participant deferral / active EE | $1,581 | $3,260-51.5% | $5,198-69.6% | $3,608-56.2% |
| Admin fee / account holder | $519 | $5,880-91.2% | $13,955-96.3% | $5,124-89.9% |