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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 | $17,572 | $84,236-79.1% | $170,435-89.7% | $70,126-74.9% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 12.87% | 23.06%-10.2pp | 205.94%-193.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,346 | $3,387-60.3% | $5,432-75.2% | $2,343-42.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,978 | $5,698-65.3% | $13,881-85.8% | $4,645-57.4% |