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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 | $20,242 | $110,337-81.7% | $102,383-80.2% | $145,877-86.1% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 9.57% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,712 | $4,216-59.4% | $3,870-55.8% | $4,663-63.3% |
| Participant deferral / active EE | $4,315 | $5,621-23.2% | $5,060-14.7% | $6,691-35.5% |
| Admin fee / account holder | $947 | $9,750-90.3% | $8,391-88.7% | $13,402-92.9% |