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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 | $129,737-86.6% | $119,126-85.4% | $154,746-88.8% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 13.97% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,486 | $4,375-66.0% | $4,034-63.2% | $4,379-66.1% |
| Participant deferral / active EE | $1,857 | $5,842-68.2% | $5,318-65.1% | $6,730-72.4% |
| Admin fee / account holder | $4,693 | $11,961-60.8% | $10,693-56.1% | $14,365-67.3% |