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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 | $19,485 | $67,823-71.3% | $52,425-62.8% | $137,256-85.8% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 10.15% | 219.11%-209.0pp | 302.12%-292.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,356 | $1,163+16.6% | $914+48.3% | $4,156-67.4% |
| Participant deferral / active EE | $862 | $2,288-62.3% | $1,790-51.9% | $6,407-86.5% |
| Admin fee / account holder | $397 | $2,844-86.0% | $2,495-84.1% | $12,270-96.8% |