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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 | $111,814-81.7% | $103,378-80.2% | $145,978-86.0% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.78% | 24.80%-12.0pp | 24.91%-12.1pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,373 | $4,215-67.4% | $3,870-64.5% | $4,662-70.6% |
| Participant deferral / active EE | $2,059 | $5,618-63.3% | $5,058-59.3% | $6,690-69.2% |
| Admin fee / account holder | $1,003 | $9,764-89.7% | $8,401-88.1% | $13,400-92.5% |