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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 | $21,967 | $91,198-75.9% | $178,503-87.7% | $79,856-72.5% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 16.22% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,878 | $3,257-42.3% | $5,011-62.5% | $2,471-24.0% |
| Participant deferral / active EE | $4,812 | $3,237+48.7% | $5,202-7.5% | $3,741+28.6% |
| Admin fee / account holder | $324 | $6,748-95.2% | $13,987-97.7% | $5,306-93.9% |