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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 | $26,453 | $102,638-74.2% | $81,991-67.7% | $158,966-83.4% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 14.93% | 61.05%-46.1pp | 41.31%-26.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,637 | $3,241-49.5% | $2,498-34.5% | $4,762-65.6% |
| Participant deferral / active EE | $3,239 | $4,649-30.3% | $3,722-13.0% | $5,983-45.9% |
| Admin fee / account holder | $4,788 | $8,237-41.9% | $5,665-15.5% | $11,250-57.4% |