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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 | $31,920 | $162,136-80.3% | $152,301-79.0% | $154,746-79.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.02% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,195 | $4,890-75.6% | $4,624-74.2% | $4,379-72.7% |
| Participant deferral / active EE | $3,289 | $8,341-60.6% | $8,004-58.9% | $6,730-51.1% |
| Admin fee / account holder | $22,359 | $15,759+41.9% | $14,398+55.3% | $14,365+55.6% |