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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 | $21,218 | $78,690-73.0% | $161,489-86.9% | $87,485-75.7% |
| Participation rate | 61.0% | 67.5%-6.5pp | 78.7%-17.7pp | 68.9%-8.0pp |
| Annual return | 20.63% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,296 | $2,588-49.9% | $4,268-69.6% | $2,596-50.1% |
| Participant deferral / active EE | $2,838 | $3,311-14.3% | $5,630-49.6% | $4,274-33.6% |
| Admin fee / account holder | $2,232 | $6,724-66.8% | $16,006-86.1% | $7,775-71.3% |