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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 | $17,364 | $85,171-79.6% | $172,753-89.9% | $72,976-76.2% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 16.70% | 27.32%-10.6pp | 803.00%-786.3pp | 81.02%-64.3pp |
| Employer contribution / active EE | $996 | $3,324-70.0% | $5,144-80.6% | $2,440-59.2% |
| Participant deferral / active EE | $1,713 | $3,260-47.4% | $5,198-67.0% | $3,608-52.5% |
| Admin fee / account holder | $340 | $5,880-94.2% | $13,956-97.6% | $5,124-93.4% |