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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 | $26,568 | $106,267-75.0% | $96,520-72.5% | $139,456-80.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.89% | 38.45%-24.6pp | 35.72%-21.8pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,294 | $4,105-68.5% | $3,739-65.4% | $4,753-72.8% |
| Participant deferral / active EE | $1,860 | $5,454-65.9% | $4,879-61.9% | $6,711-72.3% |
| Admin fee / account holder | $495 | $7,882-93.7% | $6,733-92.6% | $11,407-95.7% |