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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 | $17,906 | $77,638-76.9% | $156,551-88.6% | $62,881-71.5% |
| Participation rate | 65.7% | 71.2%-5.5pp | 84.0%-18.3pp | 69.3%-3.6pp |
| Annual return | 8.41% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $776 | $3,444-77.5% | $5,501-85.9% | $2,281-66.0% |
| Participant deferral / active EE | $902 | $3,046-70.4% | $4,871-81.5% | $3,203-71.8% |
| Admin fee / account holder | $464 | $5,561-91.7% | $13,028-96.4% | $4,296-89.2% |