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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 | $23,118 | $100,901-77.1% | $75,670-69.4% | $147,585-84.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | 13.42% | 35.78%-22.4pp | 27.34%-13.9pp | 578.57%-565.2pp |
| Employer contribution / active EE | $712 | $3,253-78.1% | $2,352-69.7% | $4,876-85.4% |
| Participant deferral / active EE | $1,206 | $4,027-70.0% | $3,142-61.6% | $5,439-77.8% |
| Admin fee / account holder | $2,095 | $11,285-81.4% | $5,800-63.9% | $10,885-80.8% |