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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 | $17,928 | $77,638-76.9% | $156,551-88.5% | $62,881-71.5% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 9.83% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,429 | $3,444-58.5% | $5,501-74.0% | $2,281-37.4% |
| Participant deferral / active EE | $3,844 | $3,046+26.2% | $4,871-21.1% | $3,203+20.0% |
| Admin fee / account holder | $4,199 | $5,561-24.5% | $13,028-67.8% | $4,296-2.3% |