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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 | $21,204 | $111,814-81.0% | $103,378-79.5% | $145,978-85.5% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 18.08% | 24.80%-6.7pp | 24.91%-6.8pp | 550.52%-532.4pp |
| Employer contribution / active EE | $1,482 | $4,215-64.8% | $3,870-61.7% | $4,662-68.2% |
| Participant deferral / active EE | $3,088 | $5,618-45.0% | $5,058-39.0% | $6,690-53.8% |
| Admin fee / account holder | $2,839 | $9,764-70.9% | $8,401-66.2% | $13,400-78.8% |