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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 | $29,861 | $162,136-81.6% | $152,301-80.4% | $154,746-80.7% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 19.60% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,606 | $4,890-67.2% | $4,624-65.3% | $4,379-63.3% |
| Participant deferral / active EE | $5,007 | $8,341-40.0% | $8,004-37.4% | $6,730-25.6% |
| Admin fee / account holder | $740 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |