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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 | $19,621 | $91,037-78.4% | $71,671-72.6% | $147,586-86.7% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 14.93% | 20.48%-5.6pp | 20.65%-5.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,018 | $3,327-69.4% | $2,460-58.6% | $4,876-79.1% |
| Participant deferral / active EE | $3,158 | $4,498-29.8% | $3,438-8.1% | $5,439-41.9% |
| Admin fee / account holder | $967 | $8,613-88.8% | $5,558-82.6% | $10,886-91.1% |