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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 | $14,520 | $110,410-86.8% | $102,437-85.8% | $145,897-90.0% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 14.78% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,174 | $4,217-72.2% | $3,871-69.7% | $4,663-74.8% |
| Participant deferral / active EE | $1,736 | $5,622-69.1% | $5,060-65.7% | $6,689-74.1% |
| Admin fee / account holder | $2,796 | $9,745-71.3% | $8,388-66.7% | $13,390-79.1% |