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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 | $16,589 | $52,279-68.3% | $89,400-81.4% | $79,858-79.2% |
| Participation rate | 61.4% | 57.5%+3.8pp | 68.0%-6.6pp | 69.6%-8.3pp |
| Annual return | 19.74% | 22.16%-2.4pp | 245.64%-225.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,195 | $2,740-19.9% | $3,890-43.6% | $3,740-41.3% |
| Admin fee / account holder | $1,256 | $3,356-62.6% | $4,882-74.3% | $5,306-76.3% |