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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 | $22,731 | $118,875-80.9% | $96,572-76.5% | $167,553-86.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 15.86% | 50.50%-34.6pp | 37.79%-21.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $575 | $3,121-81.6% | $2,357-75.6% | $4,840-88.1% |
| Participant deferral / active EE | $1,154 | $4,617-75.0% | $3,850-70.0% | $6,343-81.8% |
| Admin fee / account holder | $4,560 | $8,070-43.5% | $6,183-26.3% | $12,316-63.0% |