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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 | $17,642 | $75,962-76.8% | $154,108-88.6% | $64,173-72.5% |
| Participation rate | 66.0% | 70.4%-4.4pp | 83.0%-17.0pp | 69.6%-3.6pp |
| Annual return | 7.00% | 30.32%-23.3pp | 735.21%-728.2pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,869 | $3,350-44.2% | $5,298-64.7% | $2,381-21.5% |
| Participant deferral / active EE | $4,562 | $3,175+43.7% | $5,081-10.2% | $3,470+31.5% |
| Admin fee / account holder | $395 | $5,589-92.9% | $13,411-97.1% | $4,887-91.9% |