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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 | $19,543 | $51,638-62.2% | $68,368-71.4% | $82,448-76.3% |
| Participation rate | 54.2% | 63.6%-9.4pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 13.86% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,141 | $2,047-44.2% | $2,649-56.9% | $2,551-55.3% |
| Participant deferral / active EE | $595 | $2,914-79.6% | $4,123-85.6% | $4,139-85.6% |
| Admin fee / account holder | $3,123 | $4,643-32.7% | $5,150-39.4% | $7,234-56.8% |