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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 | $22,716 | $52,279-56.5% | $89,435-74.6% | $79,856-71.6% |
| Participation rate | 54.5% | 57.5%-3.0pp | 68.0%-13.4pp | 69.6%-15.1pp |
| Annual return | 16.04% | 22.16%-6.1pp | 245.55%-229.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,050 | $1,572-33.2% | $2,587-59.4% | $2,471-57.5% |
| Participant deferral / active EE | $1,708 | $2,740-37.7% | $3,890-56.1% | $3,741-54.3% |
| Admin fee / account holder | $2,917 | $3,356-13.1% | $4,884-40.3% | $5,306-45.0% |