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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 | $13,586 | $111,787-87.8% | $93,681-85.5% | $145,978-90.7% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 25.80% | 203.52%-177.7pp | 133.47%-107.7pp | 550.52%-524.7pp |
| Employer contribution / active EE | $1,600 | $3,093-48.3% | $2,422-34.0% | $4,662-65.7% |
| Participant deferral / active EE | $2,000 | $4,918-59.3% | $4,415-54.7% | $6,690-70.1% |
| Admin fee / account holder | $2,036 | $10,256-80.1% | $8,290-75.4% | $13,400-84.8% |