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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 | $18,654 | $183,516-89.8% | $155,534-88.0% | $145,884-87.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.87% | 61.43%-48.6pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,364 | $5,315-36.7% | $4,675-28.0% | $4,662-27.8% |
| Participant deferral / active EE | $5,929 | $6,467-8.3% | $5,630+5.3% | $6,690-11.4% |
| Admin fee / account holder | $321 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |