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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 | $15,076 | $85,171-82.3% | $172,752-91.3% | $72,975-79.3% |
| Participation rate | 50.6% | 70.1%-19.4pp | 82.6%-32.0pp | 69.5%-18.9pp |
| Annual return | 19.99% | 27.32%-7.3pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,098 | $3,324-67.0% | $5,144-78.6% | $2,440-55.0% |
| Participant deferral / active EE | $1,434 | $3,260-56.0% | $5,198-72.4% | $3,608-60.3% |
| Admin fee / account holder | $2,464 | $5,880-58.1% | $13,955-82.3% | $5,124-51.9% |