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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 | $33,594 | $199,109-83.1% | $173,730-80.7% | $154,746-78.3% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 19.31% | 20.02%-0.7pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,565 | $5,311-51.7% | $4,577-44.0% | $4,379-41.4% |
| Participant deferral / active EE | $4,232 | $7,113-40.5% | $6,326-33.1% | $6,730-37.1% |
| Admin fee / account holder | $634 | $20,916-97.0% | $17,523-96.4% | $14,365-95.6% |