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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 | $26,896 | $95,415-71.8% | $185,851-85.5% | $85,851-68.7% |
| Participation rate | 47.6% | 68.8%-21.1pp | 81.7%-34.1pp | 69.3%-21.7pp |
| Annual return | 15.27% | 23.59%-8.3pp | 122.11%-106.8pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,818 | $3,314-45.1% | $5,168-64.8% | $2,565-29.1% |
| Participant deferral / active EE | $5,051 | $3,424+47.5% | $5,569-9.3% | $3,952+27.8% |
| Admin fee / account holder | $3,182 | $7,215-55.9% | $16,245-80.4% | $6,261-49.2% |