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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 | $117,904-80.9% | $102,457-78.0% | $145,978-84.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.89% | 31.80%-15.9pp | 29.41%-13.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,086 | $3,613-69.9% | $3,022-64.1% | $4,662-76.7% |
| Participant deferral / active EE | $2,060 | $5,733-64.1% | $5,054-59.2% | $6,690-69.2% |
| Admin fee / account holder | $1,189 | $13,329-91.1% | $9,451-87.4% | $13,400-91.1% |