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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 | $19,329 | $56,063-65.5% | $76,051-74.6% | $80,911-76.1% |
| Participation rate | 53.3% | 62.0%-8.7pp | 69.1%-15.7pp | 67.6%-14.3pp |
| Annual return | 16.56% | 20.54%-4.0pp | 360.42%-343.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,937 | $1,874+3.4% | $2,690-28.0% | $2,756-29.7% |
| Participant deferral / active EE | $2,547 | $3,052-16.6% | $4,257-40.2% | $4,297-40.7% |
| Admin fee / account holder | $1,105 | $5,240-78.9% | $6,416-82.8% | $6,935-84.1% |