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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 | $15,080 | $84,236-82.1% | $170,439-91.2% | $70,124-78.5% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.94%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,122 | $3,387-66.9% | $5,433-79.4% | $2,342-52.1% |
| Participant deferral / active EE | $2,608 | $3,086-15.5% | $4,939-47.2% | $3,332-21.7% |
| Admin fee / account holder | $533 | $5,698-90.6% | $13,881-96.2% | $4,645-88.5% |