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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 | $17,212 | $55,930-69.2% | $76,089-77.4% | $80,925-78.7% |
| Participation rate | 60.6% | 62.1%-1.5pp | 69.1%-8.5pp | 67.7%-7.1pp |
| Annual return | 13.28% | 20.58%-7.3pp | 360.94%-347.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,376 | $1,866-26.3% | $2,690-48.9% | $2,756-50.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,051 | $5,241-79.9% | $6,418-83.6% | $6,940-84.9% |