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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 | $27,151 | $117,904-77.0% | $102,457-73.5% | $145,978-81.4% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 16.13% | 31.80%-15.7pp | 29.41%-13.3pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,131 | $3,613-41.0% | $3,022-29.5% | $4,662-54.3% |
| Participant deferral / active EE | $3,260 | $5,733-43.1% | $5,054-35.5% | $6,690-51.3% |
| Admin fee / account holder | $731 | $13,329-94.5% | $9,451-92.3% | $13,400-94.5% |