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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 | $19,786 | $100,004-80.2% | $81,438-75.7% | $145,959-86.4% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.4pp | 80.3%-23.1pp |
| Annual return | 13.24% | 34.34%-21.1pp | 24.74%-11.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,607 | $2,970-45.9% | $2,460-34.7% | $4,661-65.5% |
| Participant deferral / active EE | $2,022 | $4,603-56.1% | $3,883-47.9% | $6,689-69.8% |
| Admin fee / account holder | $325 | $8,202-96.0% | $5,764-94.4% | $13,398-97.6% |