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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 | $16,580 | $84,236-80.3% | $170,435-90.3% | $70,126-76.4% |
| Participation rate | 58.1% | 70.8%-12.7pp | 83.6%-25.5pp | 69.5%-11.4pp |
| Annual return | 13.06% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $661 | $3,387-80.5% | $5,432-87.8% | $2,343-71.8% |
| Participant deferral / active EE | $870 | $3,086-71.8% | $4,939-82.4% | $3,332-73.9% |
| Admin fee / account holder | $2,259 | $5,698-60.4% | $13,881-83.7% | $4,645-51.4% |