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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 | $27,072 | $110,410-75.5% | $102,437-73.6% | $145,897-81.4% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.5%-59.5pp | 80.3%-65.3pp |
| Annual return | 18.17% | 24.85%-6.7pp | 24.95%-6.8pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,180 | $4,217-72.0% | $3,871-69.5% | $4,663-74.7% |
| Participant deferral / active EE | $4,475 | $5,622-20.4% | $5,060-11.6% | $6,689-33.1% |
| Admin fee / account holder | $5,694 | $9,745-41.6% | $8,388-32.1% | $13,390-57.5% |