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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 | $14,613 | $81,233-82.0% | $155,567-90.6% | $80,874-81.9% |
| Participation rate | 45.8% | 66.2%-20.5pp | 78.2%-32.4pp | 67.6%-21.9pp |
| Annual return | 16.90% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,679 | $3,101-45.9% | $4,674-64.1% | $2,756-39.1% |
| Participant deferral / active EE | $2,328 | $3,452-32.6% | $5,628-58.6% | $4,297-45.8% |
| Admin fee / account holder | $1,279 | $7,998-84.0% | $15,916-92.0% | $6,935-81.6% |