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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 | $19,664 | $78,690-75.0% | $161,489-87.8% | $87,485-77.5% |
| Participation rate | 57.8% | 67.5%-9.7pp | 78.7%-20.9pp | 68.9%-11.2pp |
| Annual return | 14.12% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $757 | $2,588-70.8% | $4,268-82.3% | $2,596-70.9% |
| Participant deferral / active EE | $1,184 | $3,311-64.2% | $5,630-79.0% | $4,274-72.3% |
| Admin fee / account holder | $803 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |