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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 | $21,985 | $91,198-75.9% | $178,503-87.7% | $79,856-72.5% |
| Participation rate | 65.6% | 69.2%-3.6pp | 81.9%-16.3pp | 69.6%-4.0pp |
| Annual return | 11.04% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,053 | $3,257-67.7% | $5,011-79.0% | $2,471-57.4% |
| Participant deferral / active EE | $1,115 | $3,237-65.5% | $5,202-78.6% | $3,741-70.2% |
| Admin fee / account holder | $4,678 | $6,748-30.7% | $13,987-66.6% | $5,306-11.8% |