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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 | $19,819 | $109,344-81.9% | $89,400-77.8% | $158,950-87.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 15.68% | 345.73%-330.0pp | 245.64%-230.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,439 | $3,170-54.6% | $2,586-44.3% | $4,762-69.8% |
| Participant deferral / active EE | $1,485 | $4,599-67.7% | $3,890-61.8% | $5,983-75.2% |
| Admin fee / account holder | $568 | $6,154-90.8% | $4,882-88.4% | $11,248-94.9% |