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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 | $25,849 | $183,539-85.9% | $155,556-83.4% | $145,897-82.3% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 10.22% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,105 | $5,315-79.2% | $4,675-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $3,332 | $6,467-48.5% | $5,631-40.8% | $6,689-50.2% |
| Admin fee / account holder | $3,042 | $19,275-84.2% | $15,885-80.9% | $13,390-77.3% |