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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 | $25,020 | $148,629-83.2% | $135,982-81.6% | $139,487-82.1% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 24.90% | 79.33%-54.4pp | 68.32%-43.4pp | 373.84%-348.9pp |
| Employer contribution / active EE | $3,865 | $5,247-26.3% | $4,859-20.5% | $4,755-18.7% |
| Participant deferral / active EE | $4,288 | $8,102-47.1% | $7,760-44.7% | $6,713-36.1% |
| Admin fee / account holder | $1,408 | $12,406-88.7% | $10,767-86.9% | $11,407-87.7% |