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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 | $18,987 | $65,395-71.0% | $182,540-89.6% | $72,975-74.0% |
| Participation rate | 65.4% | 65.4%-0.1pp | 78.0%-12.6pp | 69.5%-4.1pp |
| Annual return | 18.67% | 27.68%-9.0pp | 148.58%-129.9pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,747 | $1,911-8.6% | $4,076-57.1% | $2,440-28.4% |
| Participant deferral / active EE | $1,932 | $3,563-45.8% | $5,525-65.0% | $3,608-46.5% |
| Admin fee / account holder | $1,884 | $4,245-55.6% | $8,593-78.1% | $5,124-63.2% |