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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 | $21,781 | $47,479-54.1% | $62,929-65.4% | $82,448-73.6% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.1%-13.1pp | 68.1%-8.1pp |
| Annual return | 19.81% | 20.34%-0.5pp | 1063.93%-1044.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $814 | $1,885-56.8% | $2,505-67.5% | $2,551-68.1% |
| Participant deferral / active EE | $2,923 | $2,870+1.8% | $3,888-24.8% | $4,139-29.4% |
| Admin fee / account holder | $324 | $3,804-91.5% | $5,065-93.6% | $7,234-95.5% |