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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 | $25,304 | $78,672-67.8% | $109,163-76.8% | $85,856-70.5% |
| Participation rate | 38.8% | 68.3%-29.5pp | 75.9%-37.1pp | 69.3%-30.5pp |
| Annual return | 19.71% | 25.09%-5.4pp | 25.75%-6.0pp | 318.58%-298.9pp |
| Employer contribution / active EE | $1,582 | $2,734-42.1% | $3,723-57.5% | $2,565-38.3% |
| Participant deferral / active EE | $2,778 | $3,467-19.9% | $4,654-40.3% | $3,952-29.7% |
| Admin fee / account holder | $7,517 | $5,470+37.4% | $6,754+11.3% | $6,261+20.1% |