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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 | $29,024 | $165,399-82.5% | $149,745-80.6% | $158,982-81.7% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 20.20% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,027 | $5,105-79.9% | $4,646-77.9% | $4,763-78.4% |
| Participant deferral / active EE | $2,739 | $7,183-61.9% | $6,843-60.0% | $5,983-54.2% |
| Admin fee / account holder | $1,240 | $10,811-88.5% | $9,312-86.7% | $11,252-89.0% |