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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 | $26,186 | $99,875-73.8% | $146,866-82.2% | $86,983-69.9% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.5%-35.1pp | 69.5%-22.2pp |
| Annual return | 20.00% | 28.10%-8.1pp | 102.85%-82.9pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,225 | $3,224-62.0% | $4,425-72.3% | $2,584-52.6% |
| Participant deferral / active EE | $2,688 | $6,322-57.5% | $7,759-65.4% | $4,194-35.9% |
| Admin fee / account holder | $806 | $7,838-89.7% | $13,620-94.1% | $7,856-89.7% |