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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 | $23,455 | $77,638-69.8% | $156,551-85.0% | $62,881-62.7% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 5.83% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,160 | $3,444-66.3% | $5,501-78.9% | $2,281-49.1% |
| Participant deferral / active EE | $1,577 | $3,046-48.2% | $4,871-67.6% | $3,203-50.8% |
| Admin fee / account holder | $950 | $5,561-82.9% | $13,028-92.7% | $4,296-77.9% |