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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 | $21,449 | $114,013-81.2% | $103,693-79.3% | $155,188-86.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 13.92% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,146 | $3,131-63.4% | $2,920-60.8% | $4,248-73.0% |
| Participant deferral / active EE | $1,146 | $4,970-76.9% | $4,579-75.0% | $6,531-82.5% |
| Admin fee / account holder | $478 | $8,407-94.3% | $7,858-93.9% | $14,480-96.7% |