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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 | $13,871 | $104,709-86.8% | $85,705-83.8% | $167,553-91.7% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 16.72% | 21.45%-4.7pp | 21.49%-4.8pp | 478.89%-462.2pp |
| Employer contribution / active EE | $1,038 | $3,338-68.9% | $2,619-60.4% | $4,840-78.6% |
| Participant deferral / active EE | $1,345 | $4,827-72.1% | $3,924-65.7% | $6,343-78.8% |
| Admin fee / account holder | $1,639 | $10,036-83.7% | $6,877-76.2% | $12,316-86.7% |