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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 | $19,345 | $110,093-82.4% | $97,295-80.1% | $145,897-86.7% |
| Participation rate | 69.6% | 75.9%-6.3pp | 72.7%-3.1pp | 80.3%-10.7pp |
| Annual return | 28.13% | 244.76%-216.6pp | 75.62%-47.5pp | 552.29%-524.2pp |
| Employer contribution / active EE | $860 | $3,077-72.0% | $2,723-68.4% | $4,663-81.5% |
| Participant deferral / active EE | $1,455 | $4,678-68.9% | $4,264-65.9% | $6,689-78.3% |
| Admin fee / account holder | $3,713 | $6,212-40.2% | $5,646-34.2% | $13,390-72.3% |