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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 | $26,969 | $162,529-83.4% | $130,788-79.4% | $154,746-82.6% |
| Participation rate | 53.3% | 75.9%-22.5pp | 70.1%-16.8pp | 80.7%-27.4pp |
| Annual return | 13.62% | 510.48%-496.9pp | 386.44%-372.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $888 | $4,447-80.0% | $3,558-75.0% | $4,379-79.7% |
| Participant deferral / active EE | $4,118 | $4,808-14.4% | $4,137-0.5% | $6,730-38.8% |
| Admin fee / account holder | $13,400 | $7,669+74.7% | $6,673+100.8% | $14,365-6.7% |