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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 | $24,772 | $55,930-55.7% | $76,089-67.4% | $80,925-69.4% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 14.63% | 20.58%-5.9pp | 360.94%-346.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,213 | $1,866-35.0% | $2,690-54.9% | $2,756-56.0% |
| Participant deferral / active EE | $1,989 | $3,051-34.8% | $4,259-53.3% | $4,299-53.7% |
| Admin fee / account holder | $3,603 | $5,241-31.3% | $6,418-43.9% | $6,940-48.1% |