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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 | $14,752 | $51,638-71.4% | $68,368-78.4% | $82,448-82.1% |
| Participation rate | 68.0% | 63.6%+4.4pp | 73.8%-5.8pp | 68.1%-0.1pp |
| Annual return | 19.86% | 37.53%-17.7pp | 292.57%-272.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,691 | $2,047-17.4% | $2,649-36.2% | $2,551-33.7% |
| Participant deferral / active EE | $1,787 | $2,914-38.7% | $4,123-56.7% | $4,139-56.8% |
| Admin fee / account holder | $2,904 | $4,643-37.5% | $5,150-43.6% | $7,234-59.9% |