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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 | $23,632 | $157,304-85.0% | $141,197-83.3% | $152,909-84.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.88% | 64.34%-40.5pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,824 | $5,263-65.3% | $4,736-61.5% | $4,764-61.7% |
| Participant deferral / active EE | $2,532 | $7,111-64.4% | $6,710-62.3% | $5,851-56.7% |
| Admin fee / account holder | $1,055 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |