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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 | $28,916 | $106,247-72.8% | $96,515-70.0% | $139,466-79.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.95% | 38.47%-18.5pp | 35.73%-15.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,424 | $4,106-65.3% | $3,740-61.9% | $4,754-70.0% |
| Participant deferral / active EE | $2,665 | $5,456-51.1% | $4,880-45.4% | $6,712-60.3% |
| Admin fee / account holder | $530 | $7,885-93.3% | $6,735-92.1% | $11,409-95.4% |