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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 | $19,589 | $172,111-88.6% | $150,298-87.0% | $137,256-85.7% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 18.65% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,793 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $2,367 | $6,166-61.6% | $5,453-56.6% | $6,407-63.1% |
| Admin fee / account holder | $3,865 | $16,471-76.5% | $14,116-72.6% | $12,270-68.5% |