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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 | $17,794 | $77,901-77.2% | $149,717-88.1% | $75,181-76.3% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 16.49% | 31.73%-15.2pp | 134.41%-117.9pp | 160.69%-144.2pp |
| Employer contribution / active EE | $1,112 | $3,137-64.5% | $4,820-76.9% | $2,671-58.4% |
| Participant deferral / active EE | $2,124 | $3,411-37.7% | $5,682-62.6% | $4,126-48.5% |
| Admin fee / account holder | $967 | $5,949-83.7% | $13,213-92.7% | $5,650-82.9% |