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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 | $21,971 | $110,337-80.1% | $102,383-78.5% | $145,877-84.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 9.04% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,080 | $4,216-74.4% | $3,870-72.1% | $4,663-76.8% |
| Participant deferral / active EE | $1,620 | $5,621-71.2% | $5,060-68.0% | $6,691-75.8% |
| Admin fee / account holder | $344 | $9,750-96.5% | $8,391-95.9% | $13,402-97.4% |