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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 | $21,025 | $104,937-80.0% | $84,628-75.2% | $152,897-86.2% |
| Participation rate | 27.3% | 74.8%-47.6pp | 68.2%-41.0pp | 82.5%-55.2pp |
| Annual return | 23.87% | 373.88%-350.0pp | 258.80%-234.9pp | 345.43%-321.6pp |
| Employer contribution / active EE | $892 | $3,303-73.0% | $2,653-66.4% | $4,764-81.3% |
| Participant deferral / active EE | $2,031 | $4,690-56.7% | $3,900-47.9% | $5,851-65.3% |
| Admin fee / account holder | $907 | $6,243-85.5% | $4,914-81.5% | $11,599-92.2% |