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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 | $17,387 | $52,279-66.7% | $89,414-80.6% | $79,852-78.2% |
| Participation rate | 64.1% | 57.5%+6.5pp | 68.0%-3.9pp | 69.6%-5.6pp |
| Annual return | 13.01% | 22.16%-9.1pp | 245.50%-232.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,045 | $1,572-33.5% | $2,586-59.6% | $2,471-57.7% |
| Participant deferral / active EE | $1,442 | $2,740-47.4% | $3,890-62.9% | $3,740-61.5% |
| Admin fee / account holder | $1,173 | $3,356-65.1% | $4,883-76.0% | $5,306-77.9% |