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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 | $24,442 | $105,929-76.9% | $81,716-70.1% | $158,966-84.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 13.41% | 38.19%-24.8pp | 29.49%-16.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,051 | $7,802-86.5% | $4,310-75.6% | $4,762-77.9% |
| Participant deferral / active EE | $1,680 | $13,007-87.1% | $7,108-76.4% | $5,983-71.9% |
| Admin fee / account holder | $1,353 | $8,492-84.1% | $5,159-73.8% | $11,250-88.0% |