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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 | $14,522 | $53,837-73.0% | $75,714-80.8% | $85,847-83.1% |
| Participation rate | 63.1% | 69.1%-6.0pp | 74.8%-11.7pp | 69.3%-6.2pp |
| Annual return | 24.64% | 24.54%+0.1pp | 104.62%-80.0pp | 318.61%-294.0pp |
| Employer contribution / active EE | $782 | $2,017-61.2% | $2,744-71.5% | $2,565-69.5% |
| Participant deferral / active EE | $1,058 | $2,895-63.4% | $3,820-72.3% | $3,952-73.2% |
| Admin fee / account holder | $508 | $3,339-84.8% | $3,619-86.0% | $6,261-91.9% |