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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 | $21,032 | $111,814-81.2% | $103,374-79.7% | $145,959-85.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 14.76% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $3,224 | $5,618-42.6% | $5,058-36.3% | $6,689-51.8% |
| Admin fee / account holder | $872 | $9,754-91.1% | $8,394-89.6% | $13,398-93.5% |