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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 | $26,929 | $183,539-85.3% | $155,556-82.7% | $145,897-81.5% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 20.13% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,073 | $5,315-61.0% | $4,675-55.7% | $4,663-55.5% |
| Participant deferral / active EE | $4,688 | $6,467-27.5% | $5,631-16.7% | $6,689-29.9% |
| Admin fee / account holder | $356 | $19,275-98.2% | $15,885-97.8% | $13,390-97.3% |