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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 | $24,547 | $100,262-75.5% | $81,370-69.8% | $145,897-83.2% |
| Participation rate | 63.6% | 74.3%-10.6pp | 69.5%-5.9pp | 80.3%-16.7pp |
| Annual return | 10.05% | 34.52%-24.5pp | 24.85%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,094 | $2,979-63.3% | $2,464-55.6% | $4,663-76.5% |
| Participant deferral / active EE | $1,367 | $4,612-70.4% | $3,885-64.8% | $6,689-79.6% |
| Admin fee / account holder | $897 | $8,163-89.0% | $5,749-84.4% | $13,390-93.3% |