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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 | $11,323 | $77,908-85.5% | $149,696-92.4% | $75,173-84.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 21.48% | 31.73%-10.2pp | 134.46%-113.0pp | 160.72%-139.2pp |
| Employer contribution / active EE | $1,019 | $3,138-67.5% | $4,821-78.9% | $2,671-61.8% |
| Participant deferral / active EE | $1,350 | $3,411-60.4% | $5,682-76.2% | $4,126-67.3% |
| Admin fee / account holder | $591 | $5,950-90.1% | $13,212-95.5% | $5,651-89.5% |