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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 | $12,453 | $77,908-84.0% | $149,696-91.7% | $75,173-83.4% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.7pp | 67.2%-23.1pp |
| Annual return | 19.67% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,099 | $3,138-65.0% | $4,821-77.2% | $2,671-58.8% |
| Participant deferral / active EE | $1,325 | $3,411-61.1% | $5,682-76.7% | $4,126-67.9% |
| Admin fee / account holder | $1,336 | $5,950-77.5% | $13,212-89.9% | $5,651-76.3% |