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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 | $12,859 | $81,358-84.2% | $155,556-91.7% | $80,959-84.1% |
| Participation rate | 59.0% | 66.3%-7.3pp | 78.2%-19.3pp | 67.7%-8.7pp |
| Annual return | 19.04% | 33.39%-14.3pp | 64.84%-45.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,506 | $3,106-51.5% | $4,675-67.8% | $2,757-45.4% |
| Participant deferral / active EE | $2,181 | $3,455-36.9% | $5,631-61.3% | $4,300-49.3% |
| Admin fee / account holder | $338 | $7,994-95.8% | $15,885-97.9% | $6,925-95.1% |