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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 | $25,068 | $103,392-75.8% | $87,104-71.2% | $152,897-83.6% |
| Participation rate | 47.8% | 79.4%-31.5pp | 76.9%-29.0pp | 82.5%-34.6pp |
| Annual return | 22.86% | 28.10%-5.2pp | 28.19%-5.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $803 | $3,221-75.1% | $2,521-68.2% | $4,764-83.1% |
| Participant deferral / active EE | $1,585 | $4,778-66.8% | $4,048-60.8% | $5,851-72.9% |
| Admin fee / account holder | $3,240 | $12,194-73.4% | $7,491-56.7% | $11,599-72.1% |