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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 | $19,803 | $85,024-76.7% | $70,544-71.9% | $139,466-85.8% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.4%-23.9pp | 80.3%-35.9pp |
| Annual return | 27.68% | 30.39%-2.7pp | 32.79%-5.1pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,514 | $3,912-61.3% | $2,976-49.1% | $4,754-68.2% |
| Participant deferral / active EE | $2,576 | $5,891-56.3% | $4,568-43.6% | $6,712-61.6% |
| Admin fee / account holder | $1,604 | $8,928-82.0% | $6,427-75.0% | $11,409-85.9% |