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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 | $28,108 | $110,410-74.5% | $102,437-72.6% | $145,897-80.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.02% | 24.85%-5.8pp | 24.95%-5.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $2,791 | $4,217-33.8% | $3,871-27.9% | $4,663-40.1% |
| Participant deferral / active EE | $6,535 | $5,622+16.2% | $5,060+29.1% | $6,689-2.3% |
| Admin fee / account holder | $477 | $9,745-95.1% | $8,388-94.3% | $13,390-96.4% |