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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 | $21,375 | $101,063-78.9% | $81,473-73.8% | $147,586-85.5% |
| Participation rate | 59.1% | 74.5%-15.4pp | 68.0%-8.9pp | 82.8%-23.7pp |
| Annual return | 13.97% | 32.41%-18.4pp | 38.78%-24.8pp | 578.59%-564.6pp |
| Employer contribution / active EE | $640 | $3,206-80.0% | $2,568-75.1% | $4,876-86.9% |
| Participant deferral / active EE | $1,880 | $4,242-55.7% | $3,537-46.9% | $5,439-65.4% |
| Admin fee / account holder | $1,190 | $5,812-79.5% | $4,561-73.9% | $10,886-89.1% |