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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 | $25,110 | $77,419-67.6% | $69,461-63.9% | $152,885-83.6% |
| Participation rate | 35.0% | 78.1%-43.1pp | 74.6%-39.6pp | 82.5%-47.5pp |
| Annual return | 17.64% | 39.07%-21.4pp | 28.97%-11.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $625 | $3,315-81.1% | $2,779-77.5% | $4,763-86.9% |
| Participant deferral / active EE | $2,335 | $4,414-47.1% | $3,536-34.0% | $5,851-60.1% |
| Admin fee / account holder | $2,502 | $6,207-59.7% | $3,840-34.8% | $11,598-78.4% |