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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 | $25,250 | $117,846-78.6% | $102,434-75.4% | $145,884-82.7% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 14.93% | 31.90%-17.0pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,662-59.6% |
| Participant deferral / active EE | $3,730 | $5,733-35.0% | $5,055-26.2% | $6,690-44.2% |
| Admin fee / account holder | $6,047 | $13,356-54.7% | $9,462-36.1% | $13,392-54.8% |