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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 | $21,476 | $61,815-65.3% | $97,295-77.9% | $80,959-73.5% |
| Participation rate | 50.8% | 63.5%-12.7pp | 72.7%-21.9pp | 67.7%-16.9pp |
| Annual return | 14.75% | -558.73%+573.5pp | 75.62%-60.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,143 | $1,836-37.8% | $2,723-58.0% | $2,757-58.6% |
| Participant deferral / active EE | $2,006 | $3,027-33.7% | $4,264-53.0% | $4,300-53.4% |
| Admin fee / account holder | $1,438 | $5,166-72.2% | $5,646-74.5% | $6,925-79.2% |