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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 | $28,007 | $110,410-74.6% | $102,437-72.7% | $145,897-80.8% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 16.77% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,347 | $4,217-68.1% | $3,871-65.2% | $4,663-71.1% |
| Participant deferral / active EE | $2,541 | $5,622-54.8% | $5,060-49.8% | $6,689-62.0% |
| Admin fee / account holder | $2,153 | $9,745-77.9% | $8,388-74.3% | $13,390-83.9% |