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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 | $23,530 | $114,013-79.4% | $103,693-77.3% | $155,188-84.8% |
| Participation rate | 52.2% | 75.2%-23.0pp | 72.6%-20.5pp | 80.8%-28.6pp |
| Annual return | 20.30% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,091 | $3,131-65.2% | $2,920-62.7% | $4,248-74.3% |
| Participant deferral / active EE | $1,885 | $4,970-62.1% | $4,579-58.8% | $6,531-71.1% |
| Admin fee / account holder | $435 | $8,407-94.8% | $7,858-94.5% | $14,480-97.0% |