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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 | $16,142 | $101,069-84.0% | $81,478-80.2% | $147,585-89.1% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 31.22% | 32.40%-1.2pp | 38.78%-7.6pp | 578.57%-547.3pp |
| Employer contribution / active EE | $2,672 | $3,205-16.6% | $2,568+4.1% | $4,876-45.2% |
| Participant deferral / active EE | $3,778 | $4,242-10.9% | $3,537+6.8% | $5,439-30.5% |
| Admin fee / account holder | $3,582 | $5,812-38.4% | $4,561-21.5% | $10,885-67.1% |