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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 | $19,629 | $116,167-83.1% | $64,489-69.6% | $137,256-85.7% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 19.68% | 36.55%-16.9pp | 55.03%-35.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,079 | $2,483-56.5% | $1,523-29.2% | $4,156-74.0% |
| Participant deferral / active EE | $1,433 | $4,215-66.0% | $2,778-48.4% | $6,407-77.6% |
| Admin fee / account holder | $2,811 | $6,188-54.6% | $4,260-34.0% | $12,270-77.1% |