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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 | $35,256 | $183,592-80.8% | $155,574-77.3% | $145,877-75.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.96% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,406 | $5,317-73.6% | $4,676-69.9% | $4,663-69.9% |
| Participant deferral / active EE | $2,106 | $6,466-67.4% | $5,629-62.6% | $6,691-68.5% |
| Admin fee / account holder | $5,626 | $19,316-70.9% | $15,914-64.7% | $13,402-58.0% |