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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 | $28,118 | $154,159-81.8% | $130,026-78.4% | $139,456-79.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 17.54% | 32.50%-15.0pp | -137.26%+154.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,249 | $5,292-76.4% | $4,321-71.1% | $4,753-73.7% |
| Participant deferral / active EE | $3,953 | $6,710-41.1% | $5,821-32.1% | $6,711-41.1% |
| Admin fee / account holder | $7,296 | $14,001-47.9% | $10,608-31.2% | $11,407-36.0% |