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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 | $14,238 | $81,331-82.5% | $155,534-90.8% | $80,935-82.4% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 13.54% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,220 | $3,105-60.7% | $4,675-73.9% | $2,757-55.7% |
| Participant deferral / active EE | $1,994 | $3,454-42.3% | $5,630-64.6% | $4,299-53.6% |
| Admin fee / account holder | $321 | $7,999-96.0% | $15,900-98.0% | $6,924-95.4% |