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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 | $19,077 | $81,696-76.6% | $70,494-72.9% | $158,982-88.0% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.05% | 208.70%-195.6pp | 109.16%-96.1pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,732 | $3,220-46.2% | $2,738-36.8% | $4,763-63.6% |
| Participant deferral / active EE | $3,083 | $4,558-32.4% | $3,711-16.9% | $5,983-48.5% |
| Admin fee / account holder | $1,908 | $6,200-69.2% | $3,848-50.4% | $11,252-83.0% |