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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 | $24,402 | $73,546-66.8% | $63,018-61.3% | $147,586-83.5% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.8%-20.6pp | 82.8%-28.7pp |
| Annual return | 13.36% | 175.56%-162.2pp | 87.62%-74.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $655 | $3,324-80.3% | $2,761-76.3% | $4,876-86.6% |
| Participant deferral / active EE | $1,618 | $4,185-61.3% | $3,330-51.4% | $5,439-70.3% |
| Admin fee / account holder | $1,267 | $5,956-78.7% | $3,601-64.8% | $10,886-88.4% |