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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 | $22,559 | $117,895-80.9% | $102,460-78.0% | $145,897-84.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.89% | 31.92%-16.0pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,086 | $3,619-70.0% | $3,025-64.1% | $4,663-76.7% |
| Participant deferral / active EE | $2,060 | $5,736-64.1% | $5,056-59.2% | $6,689-69.2% |
| Admin fee / account holder | $1,189 | $13,353-91.1% | $9,460-87.4% | $13,390-91.1% |