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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 | $27,914 | $111,535-75.0% | $105,223-73.5% | $137,256-79.7% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 15.17% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,350 | $3,939-40.3% | $3,689-36.3% | $4,156-43.5% |
| Participant deferral / active EE | $2,546 | $5,500-53.7% | $5,072-49.8% | $6,407-60.3% |
| Admin fee / account holder | $2,174 | $9,721-77.6% | $8,859-75.5% | $12,270-82.3% |