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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 | $20,312 | $117,846-82.8% | $102,434-80.2% | $145,884-86.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 20.58% | 31.90%-11.3pp | 29.46%-8.9pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,424 | $3,615-60.6% | $3,023-52.9% | $4,662-69.5% |
| Participant deferral / active EE | $2,466 | $5,733-57.0% | $5,055-51.2% | $6,690-63.1% |
| Admin fee / account holder | $4,886 | $13,356-63.4% | $9,462-48.4% | $13,392-63.5% |