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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 | $16,335 | $48,011-66.0% | $63,803-74.4% | $82,637-80.2% |
| Participation rate | 56.3% | 66.6%-10.3pp | 72.7%-16.5pp | 68.1%-11.8pp |
| Annual return | 11.62% | 19.84%-8.2pp | 543.72%-532.1pp | 53.51%-41.9pp |
| Employer contribution / active EE | $974 | $1,904-48.9% | $2,532-61.6% | $2,552-61.9% |
| Participant deferral / active EE | $1,979 | $2,846-30.5% | $3,843-48.5% | $4,126-52.0% |
| Admin fee / account holder | $308 | $3,873-92.1% | $5,196-94.1% | $7,339-95.8% |