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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 | $27,545 | $157,296-82.5% | $141,191-80.5% | $152,897-82.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 18.49% | 64.34%-45.9pp | 71.41%-52.9pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,290 | $5,262-75.5% | $4,736-72.8% | $4,764-72.9% |
| Participant deferral / active EE | $4,248 | $7,111-40.3% | $6,710-36.7% | $5,851-27.4% |
| Admin fee / account holder | $10,113 | $12,125-16.6% | $10,264-1.5% | $11,599-12.8% |