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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 | $24,775 | $77,638-68.1% | $156,551-84.2% | $62,881-60.6% |
| Participation rate | 64.3% | 71.2%-6.9pp | 84.0%-19.7pp | 69.3%-5.0pp |
| Annual return | 9.89% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,358 | $3,444-60.6% | $5,501-75.3% | $2,281-40.5% |
| Participant deferral / active EE | $2,333 | $3,046-23.4% | $4,871-52.1% | $3,203-27.1% |
| Admin fee / account holder | $1,062 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |