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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 | $21,131 | $117,846-82.1% | $102,434-79.4% | $145,884-85.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 8.77% | 31.90%-23.1pp | 29.46%-20.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,949 | $3,615-46.1% | $3,023-35.5% | $4,662-58.2% |
| Participant deferral / active EE | $8,226 | $5,733+43.5% | $5,055+62.7% | $6,690+23.0% |
| Admin fee / account holder | $51,875 | $13,356+288.4% | $9,462+448.2% | $13,392+287.4% |