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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 | $7,093 | $99,053-92.8% | $88,179-92.0% | $138,895-94.9% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.1%-12.6pp | 79.9%-23.4pp |
| Annual return | 23.66% | 78.17%-54.5pp | 64.97%-41.3pp | 145.39%-121.7pp |
| Employer contribution / active EE | $1,163 | $2,882-59.6% | $2,549-54.4% | $4,194-72.3% |
| Participant deferral / active EE | $2,503 | $5,225-52.1% | $4,614-45.8% | $6,396-60.9% |
| Admin fee / account holder | $745 | $8,748-91.5% | $7,673-90.3% | $12,562-94.1% |