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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 | $28,401 | $172,111-83.5% | $150,298-81.1% | $137,256-79.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 22.99% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,030 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,680 | $6,166-72.8% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $16,091 | $16,471-2.3% | $14,116+14.0% | $12,270+31.1% |