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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 | $22,879 | $58,275-60.7% | $81,844-72.0% | $80,935-71.7% |
| Participation rate | 54.8% | 63.5%-8.7pp | 72.4%-17.6pp | 67.7%-12.9pp |
| Annual return | 14.52% | 41.82%-27.3pp | 778.87%-764.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,087 | $2,346-53.7% | $2,916-62.7% | $2,757-60.6% |
| Participant deferral / active EE | $1,899 | $3,285-42.2% | $4,323-56.1% | $4,299-55.8% |
| Admin fee / account holder | $623 | $4,749-86.9% | $7,355-91.5% | $6,924-91.0% |