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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 | $22,563 | $48,337-53.3% | $67,560-66.6% | $80,959-72.1% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.1pp |
| Annual return | 13.39% | 18.26%-4.9pp | 3533.50%-3520.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $405 | $2,023-80.0% | $2,737-85.2% | $2,757-85.3% |
| Participant deferral / active EE | $1,988 | $2,928-32.1% | $4,004-50.4% | $4,300-53.8% |
| Admin fee / account holder | $620 | $3,695-83.2% | $3,994-84.5% | $6,925-91.0% |