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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 | $15,587 | $83,337-81.3% | $67,834-77.0% | $273,972-94.3% |
| Participation rate | 25.0% | 76.4%-51.4pp | 68.8%-43.8pp | 83.0%-58.0pp |
| Annual return | 9.78% | 259.45%-249.7pp | 138.47%-128.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,301 | $3,287-60.4% | $2,403-45.9% | $4,869-73.3% |
| Participant deferral / active EE | $4,096 | $4,088+0.2% | $3,160+29.6% | $5,287-22.5% |
| Admin fee / account holder | $397 | $6,752-94.1% | $4,622-91.4% | $10,133-96.1% |