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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 | $117,829-78.6% | $102,423-75.3% | $145,877-82.7% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 14.93% | 31.83%-16.9pp | 29.42%-14.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,663-59.6% |
| Participant deferral / active EE | $3,730 | $5,732-34.9% | $5,054-26.2% | $6,691-44.3% |
| Admin fee / account holder | $6,047 | $13,335-54.7% | $9,455-36.0% | $13,402-54.9% |