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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 | $18,392 | $57,352-67.9% | $83,831-78.1% | $64,173-71.3% |
| Participation rate | 62.9% | 68.6%-5.7pp | 76.1%-13.2pp | 69.6%-6.7pp |
| Annual return | -8.10% | 11.38%-19.5pp | 850.99%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,257 | $2,546-50.6% | $3,631-65.4% | $2,381-47.2% |
| Participant deferral / active EE | $1,704 | $2,993-43.1% | $4,082-58.2% | $3,470-50.9% |
| Admin fee / account holder | $474 | $4,046-88.3% | $5,479-91.3% | $4,887-90.3% |