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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 | $22,216 | $77,419-71.3% | $69,461-68.0% | $152,885-85.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 18.88% | 39.07%-20.2pp | 28.97%-10.1pp | 345.39%-326.5pp |
| Employer contribution / active EE | $903 | $3,315-72.8% | $2,779-67.5% | $4,763-81.1% |
| Participant deferral / active EE | $1,110 | $4,414-74.9% | $3,536-68.6% | $5,851-81.0% |
| Admin fee / account holder | $9,296 | $6,207+49.8% | $3,840+142.1% | $11,598-19.8% |