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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 | $16,089 | $58,275-72.4% | $81,844-80.3% | $80,935-80.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.4%-3.4pp | 67.7%+1.3pp |
| Annual return | 12.08% | 41.82%-29.7pp | 778.87%-766.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,440 | $2,346-38.6% | $2,916-50.6% | $2,757-47.8% |
| Participant deferral / active EE | $2,836 | $3,285-13.7% | $4,323-34.4% | $4,299-34.0% |
| Admin fee / account holder | $1,718 | $4,749-63.8% | $7,355-76.6% | $6,924-75.2% |