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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 | $14,592 | $77,638-81.2% | $156,551-90.7% | $62,881-76.8% |
| Participation rate | 64.6% | 71.2%-6.6pp | 84.0%-19.4pp | 69.3%-4.7pp |
| Annual return | 6.13% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,130 | $3,444-67.2% | $5,501-79.5% | $2,281-50.4% |
| Participant deferral / active EE | $3,107 | $3,046+2.0% | $4,871-36.2% | $3,203-3.0% |
| Admin fee / account holder | $1,138 | $5,561-79.5% | $13,028-91.3% | $4,296-73.5% |