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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 | $21,107 | $110,337-80.9% | $102,383-79.4% | $145,877-85.5% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.1pp |
| Annual return | 9.69% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,089 | $4,216-74.2% | $3,870-71.9% | $4,663-76.6% |
| Participant deferral / active EE | $1,724 | $5,621-69.3% | $5,060-65.9% | $6,691-74.2% |
| Admin fee / account holder | $434 | $9,750-95.6% | $8,391-94.8% | $13,402-96.8% |