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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 | $17,439 | $77,908-77.6% | $149,696-88.4% | $75,173-76.8% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 15.85% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,258 | $3,138-59.9% | $4,821-73.9% | $2,671-52.9% |
| Participant deferral / active EE | $4,076 | $3,411+19.5% | $5,682-28.3% | $4,126-1.2% |
| Admin fee / account holder | $540 | $5,950-90.9% | $13,212-95.9% | $5,651-90.4% |