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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 | $25,414 | $183,627-86.2% | $155,602-83.7% | $145,978-82.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 68.29% | 61.32%+7.0pp | 64.81%+3.5pp | 550.52%-482.2pp |
| Employer contribution / active EE | $1,344 | $5,316-74.7% | $4,675-71.3% | $4,662-71.2% |
| Participant deferral / active EE | $1,859 | $6,466-71.3% | $5,629-67.0% | $6,690-72.2% |
| Admin fee / account holder | $8,100 | $19,327-58.1% | $15,923-49.1% | $13,400-39.6% |