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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 | $21,803 | $91,198-76.1% | $178,503-87.8% | $79,856-72.7% |
| Participation rate | 53.6% | 69.2%-15.6pp | 81.9%-28.3pp | 69.6%-16.0pp |
| Annual return | 23.94% | 24.20%-0.3pp | 151.12%-127.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,268 | $3,257-61.1% | $5,011-74.7% | $2,471-48.7% |
| Participant deferral / active EE | $1,726 | $3,237-46.7% | $5,202-66.8% | $3,741-53.9% |
| Admin fee / account holder | $1,243 | $6,748-81.6% | $13,987-91.1% | $5,306-76.6% |