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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 | $14,745 | $91,179-83.8% | $178,499-91.7% | $79,852-81.5% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.6pp | 69.6%-10.3pp |
| Annual return | 19.54% | 24.19%-4.7pp | 151.10%-131.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $2,058 | $3,256-36.8% | $5,011-58.9% | $2,471-16.7% |
| Participant deferral / active EE | $3,570 | $3,236+10.3% | $5,202-31.4% | $3,740-4.6% |
| Admin fee / account holder | $817 | $6,749-87.9% | $13,986-94.2% | $5,306-84.6% |