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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 | $20,318 | $100,203-79.7% | $85,240-76.2% | $145,897-86.1% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.9pp |
| Annual return | 19.58% | 84.28%-64.7pp | 66.75%-47.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,211 | $3,242-62.6% | $2,735-55.7% | $4,663-74.0% |
| Participant deferral / active EE | $1,713 | $5,299-67.7% | $4,527-62.2% | $6,689-74.4% |
| Admin fee / account holder | $680 | $7,265-90.6% | $6,165-89.0% | $13,390-94.9% |