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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 | $21,625 | $103,038-79.0% | $90,324-76.1% | $152,909-85.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 21.07% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,624 | $3,141-48.3% | $2,856-43.1% | $4,764-65.9% |
| Participant deferral / active EE | $3,880 | $4,282-9.4% | $3,885-0.1% | $5,851-33.7% |
| Admin fee / account holder | $2,266 | $6,177-63.3% | $5,356-57.7% | $11,601-80.5% |