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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 | $16,440 | $77,901-78.9% | $149,717-89.0% | $75,181-78.1% |
| Participation rate | 63.5% | 65.6%-2.0pp | 78.8%-15.2pp | 67.2%-3.7pp |
| Annual return | 14.07% | 31.73%-17.7pp | 134.41%-120.3pp | 160.69%-146.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $877 | $3,411-74.3% | $5,682-84.6% | $4,126-78.7% |
| Admin fee / account holder | $3,944 | $5,949-33.7% | $13,213-70.1% | $5,650-30.2% |