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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 | $21,454 | $124,330-82.7% | $109,173-80.3% | $167,536-87.2% |
| Participation rate | 63.6% | 79.5%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 14.72% | 26.04%-11.3pp | 25.75%-11.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,381 | $4,209-43.4% | $3,723-36.1% | $4,839-50.8% |
| Participant deferral / active EE | $8,953 | $5,256+70.3% | $4,654+92.4% | $6,342+41.2% |
| Admin fee / account holder | $3,283 | $7,974-58.8% | $6,755-51.4% | $12,315-73.3% |