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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 | $22,333 | $90,509-75.3% | $78,693-71.6% | $273,968-91.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.69% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,040 | $3,175-67.3% | $2,850-63.5% | $4,869-78.6% |
| Participant deferral / active EE | $2,023 | $3,901-48.1% | $3,517-42.5% | $5,287-61.7% |
| Admin fee / account holder | $6,060 | $5,264+15.1% | $4,511+34.3% | $10,132-40.2% |