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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 | $18,909 | $183,516-89.7% | $155,534-87.8% | $145,884-87.0% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 10.51% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,711 | $5,315-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $4,969 | $6,467-23.2% | $5,630-11.7% | $6,690-25.7% |
| Admin fee / account holder | $2,733 | $19,293-85.8% | $15,900-82.8% | $13,392-79.6% |