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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 | $21,835 | $53,128-58.9% | $86,582-74.8% | $70,126-68.9% |
| Participation rate | 63.2% | 65.3%-2.1pp | 73.5%-10.4pp | 69.5%-6.4pp |
| Annual return | 18.81% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,115 | $2,068-46.1% | $2,839-60.7% | $2,343-52.4% |
| Participant deferral / active EE | $4,972 | $2,695+84.5% | $3,609+37.8% | $3,332+49.2% |
| Admin fee / account holder | $1,015 | $3,584-71.7% | $4,904-79.3% | $4,645-78.1% |