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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 | $14,853 | $58,311-74.5% | $81,882-81.9% | $80,959-81.7% |
| Participation rate | 51.6% | 63.5%-11.9pp | 72.4%-20.8pp | 67.7%-16.1pp |
| Annual return | 31.61% | 41.85%-10.2pp | 779.47%-747.9pp | 35.67%-4.1pp |
| Employer contribution / active EE | $1,003 | $2,347-57.2% | $2,916-65.6% | $2,757-63.6% |
| Participant deferral / active EE | $4,402 | $3,287+33.9% | $4,323+1.8% | $4,300+2.4% |
| Admin fee / account holder | $483 | $4,752-89.8% | $7,360-93.4% | $6,925-93.0% |