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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 | $28,009 | $111,814-75.0% | $103,374-72.9% | $145,959-80.8% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 14.82% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,500 | $4,214-64.4% | $3,869-61.2% | $4,661-67.8% |
| Participant deferral / active EE | $1,833 | $5,618-67.4% | $5,058-63.8% | $6,689-72.6% |
| Admin fee / account holder | $1,684 | $9,754-82.7% | $8,394-79.9% | $13,398-87.4% |