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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 | $17,628 | $87,166-79.8% | $76,735-77.0% | $137,256-87.2% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.5%-55.2pp | 80.0%-65.7pp |
| Annual return | 14.76% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $845 | $2,904-70.9% | $2,454-65.6% | $4,156-79.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,178 | $8,403+21.1% | $7,189+41.6% | $12,270-17.0% |