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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 | $26,071 | $78,690-66.9% | $161,489-83.9% | $87,485-70.2% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 14.31% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,109 | $2,588-57.1% | $4,268-74.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,385 | $3,311-28.0% | $5,630-57.6% | $4,274-44.2% |
| Admin fee / account holder | $7,940 | $6,724+18.1% | $16,006-50.4% | $7,775+2.1% |