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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 | $20,934 | $70,532-70.3% | $68,948-69.6% | $137,256-84.7% |
| Participation rate | 22.2% | 81.0%-58.7pp | 79.2%-56.9pp | 80.0%-57.7pp |
| Annual return | 17.16% | 32.56%-15.4pp | 28.39%-11.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,396 | $4,355-45.0% | $4,165-42.5% | $4,156-42.4% |
| Participant deferral / active EE | $999 | $6,773-85.3% | $6,186-83.9% | $6,407-84.4% |
| Admin fee / account holder | $1,659 | $7,916-79.0% | $7,539-78.0% | $12,270-86.5% |