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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 | $27,809 | $183,592-84.9% | $155,574-82.1% | $145,877-80.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.25% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,099 | $5,317-79.3% | $4,676-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $2,522 | $6,466-61.0% | $5,629-55.2% | $6,691-62.3% |
| Admin fee / account holder | $4,996 | $19,316-74.1% | $15,914-68.6% | $13,402-62.7% |