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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 | $20,459 | $110,410-81.5% | $102,437-80.0% | $145,897-86.0% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.78% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,373 | $4,217-67.4% | $3,871-64.5% | $4,663-70.6% |
| Participant deferral / active EE | $2,059 | $5,622-63.4% | $5,060-59.3% | $6,689-69.2% |
| Admin fee / account holder | $1,003 | $9,745-89.7% | $8,388-88.0% | $13,390-92.5% |