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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 | $28,654 | $106,267-73.0% | $96,520-70.3% | $139,456-79.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 18.55% | 38.45%-19.9pp | 35.72%-17.2pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,707 | $4,105-58.4% | $3,739-54.3% | $4,753-64.1% |
| Participant deferral / active EE | $4,388 | $5,454-19.6% | $4,879-10.1% | $6,711-34.6% |
| Admin fee / account holder | $2,210 | $7,882-72.0% | $6,733-67.2% | $11,407-80.6% |