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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 | $24,185 | $99,079-75.6% | $78,002-69.0% | $273,972-91.2% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.5%-33.4pp | 83.0%-40.9pp |
| Annual return | 19.67% | 217.93%-198.3pp | 425.99%-406.3pp | 41.46%-21.8pp |
| Employer contribution / active EE | $991 | $3,308-70.0% | $2,470-59.9% | $4,869-79.6% |
| Participant deferral / active EE | $1,164 | $4,306-73.0% | $3,497-66.7% | $5,287-78.0% |
| Admin fee / account holder | $2,157 | $8,954-75.9% | $5,481-60.6% | $10,133-78.7% |