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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 | $17,958 | $97,125-81.5% | $86,233-79.2% | $137,256-86.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 27.13% | 74.19%-47.1pp | 61.39%-34.3pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,362 | $2,841-52.1% | $2,504-45.6% | $4,156-67.2% |
| Participant deferral / active EE | $3,034 | $5,180-41.4% | $4,559-33.4% | $6,407-52.6% |
| Admin fee / account holder | $2,332 | $9,725-76.0% | $8,342-72.1% | $12,270-81.0% |