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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 | $26,561 | $77,908-65.9% | $149,696-82.3% | $75,173-64.7% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 17.56% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,124 | $3,138-64.2% | $4,821-76.7% | $2,671-57.9% |
| Participant deferral / active EE | $1,342 | $3,411-60.7% | $5,682-76.4% | $4,126-67.5% |
| Admin fee / account holder | $4,332 | $5,950-27.2% | $13,212-67.2% | $5,651-23.3% |