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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 | $26,333 | $110,410-76.1% | $102,437-74.3% | $145,897-82.0% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 25.48% | 24.85%+0.6pp | 24.95%+0.5pp | 552.29%-526.8pp |
| Employer contribution / active EE | $1,624 | $4,217-61.5% | $3,871-58.1% | $4,663-65.2% |
| Participant deferral / active EE | $2,636 | $5,622-53.1% | $5,060-47.9% | $6,689-60.6% |
| Admin fee / account holder | $346 | $9,745-96.5% | $8,388-95.9% | $13,390-97.4% |