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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 | $21,333 | $48,053-55.6% | $84,637-74.8% | $72,976-70.8% |
| Participation rate | 60.4% | 57.6%+2.8pp | 68.2%-7.8pp | 69.5%-9.1pp |
| Annual return | 19.65% | 37.39%-17.7pp | 258.82%-239.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,898 | $2,681-29.2% | $3,900-51.3% | $3,608-47.4% |
| Admin fee / account holder | $706 | $3,395-79.2% | $4,914-85.6% | $5,124-86.2% |