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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 | $22,398 | $110,337-79.7% | $102,383-78.1% | $145,877-84.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.62% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,180 | $4,216-48.3% | $3,870-43.7% | $4,663-53.2% |
| Participant deferral / active EE | $3,469 | $5,621-38.3% | $5,060-31.4% | $6,691-48.2% |
| Admin fee / account holder | $465 | $9,750-95.2% | $8,391-94.5% | $13,402-96.5% |