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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 | $28,732 | $117,829-75.6% | $102,423-71.9% | $145,877-80.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.67% | 31.83%-13.2pp | 29.42%-10.8pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,829 | $3,615-49.4% | $3,023-39.5% | $4,663-60.8% |
| Participant deferral / active EE | $4,967 | $5,732-13.4% | $5,054-1.7% | $6,691-25.8% |
| Admin fee / account holder | $3,380 | $13,335-74.7% | $9,455-64.2% | $13,402-74.8% |