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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 | $26,458 | $77,638-65.9% | $156,551-83.1% | $62,881-57.9% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 7.00% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,142 | $3,444-66.8% | $5,501-79.2% | $2,281-49.9% |
| Participant deferral / active EE | $1,580 | $3,046-48.1% | $4,871-67.6% | $3,203-50.7% |
| Admin fee / account holder | $2,552 | $5,561-54.1% | $13,028-80.4% | $4,296-40.6% |