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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 | $17,651 | $81,233-78.3% | $155,567-88.7% | $80,874-78.2% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 19.28% | 33.33%-14.0pp | 64.74%-45.5pp | 35.62%-16.3pp |
| Employer contribution / active EE | $1,558 | $3,101-49.8% | $4,674-66.7% | $2,756-43.5% |
| Participant deferral / active EE | $2,770 | $3,452-19.7% | $5,628-50.8% | $4,297-35.5% |
| Admin fee / account holder | $712 | $7,998-91.1% | $15,916-95.5% | $6,935-89.7% |