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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 | $17,400 | $111,535-84.4% | $105,223-83.5% | $137,256-87.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 13.97% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,486 | $3,939-62.3% | $3,689-59.7% | $4,156-64.2% |
| Participant deferral / active EE | $1,857 | $5,500-66.2% | $5,072-63.4% | $6,407-71.0% |
| Admin fee / account holder | $4,693 | $9,721-51.7% | $8,859-47.0% | $12,270-61.8% |