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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 | $26,778 | $95,406-71.9% | $185,849-85.6% | $85,847-68.8% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 12.71% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,880 | $3,314-43.3% | $5,169-63.6% | $2,565-26.7% |
| Participant deferral / active EE | $2,004 | $3,424-41.5% | $5,569-64.0% | $3,952-49.3% |
| Admin fee / account holder | $3,910 | $7,214-45.8% | $16,244-75.9% | $6,261-37.5% |