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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 | $12,551 | $58,311-78.5% | $81,882-84.7% | $80,959-84.5% |
| Participation rate | 58.2% | 63.5%-5.3pp | 72.4%-14.2pp | 67.7%-9.5pp |
| Annual return | 12.15% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,681 | $2,347-28.3% | $2,916-42.3% | $2,757-39.0% |
| Participant deferral / active EE | $723 | $3,287-78.0% | $4,323-83.3% | $4,300-83.2% |
| Admin fee / account holder | $12,817 | $4,752+169.7% | $7,360+74.2% | $6,925+85.1% |