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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 | $26,718 | $63,346-57.8% | $92,240-71.0% | $70,126-61.9% |
| Participation rate | 67.5% | 68.7%-1.1pp | 76.5%-8.9pp | 69.5%-2.0pp |
| Annual return | 17.49% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,223 | $2,854-22.1% | $3,897-43.0% | $3,332-33.3% |
| Admin fee / account holder | $617 | $3,841-83.9% | $5,194-88.1% | $4,645-86.7% |