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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 | $14,958 | $84,236-82.2% | $170,435-91.2% | $70,126-78.7% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 17.62% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,031 | $3,387-69.6% | $5,432-81.0% | $2,343-56.0% |
| Participant deferral / active EE | $2,196 | $3,086-28.8% | $4,939-55.5% | $3,332-34.1% |
| Admin fee / account holder | $3,347 | $5,698-41.3% | $13,881-75.9% | $4,645-27.9% |