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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 | $19,867 | $98,652-79.9% | $142,942-86.1% | $82,448-75.9% |
| Participation rate | 47.2% | 72.8%-25.5pp | 76.8%-29.6pp | 68.1%-20.8pp |
| Annual return | 19.12% | 22.65%-3.5pp | 113.70%-94.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,727 | $3,211-46.2% | $4,139-58.3% | $2,551-32.3% |
| Participant deferral / active EE | $2,544 | $5,580-54.4% | $7,128-64.3% | $4,139-38.5% |
| Admin fee / account holder | $3,593 | $8,078-55.5% | $12,475-71.2% | $7,234-50.3% |