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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 | $26,177 | $60,139-56.5% | $90,461-71.1% | $79,856-67.2% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 14.76% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $422 | $2,069-79.6% | $3,264-87.1% | $2,471-82.9% |
| Participant deferral / active EE | $1,405 | $2,939-52.2% | $3,964-64.6% | $3,741-62.4% |
| Admin fee / account holder | $765 | $3,978-80.8% | $5,617-86.4% | $5,306-85.6% |