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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 | $70,366-66.6% | $66,674-64.7% | $138,895-83.1% |
| Participation rate | 52.2% | 76.2%-24.0pp | 73.7%-21.5pp | 79.9%-27.7pp |
| Annual return | 20.30% | 386.41%-366.1pp | 321.24%-300.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,091 | $2,765-60.6% | $2,620-58.4% | $4,194-74.0% |
| Participant deferral / active EE | $1,885 | $4,374-56.9% | $4,084-53.9% | $6,396-70.5% |
| Admin fee / account holder | $435 | $5,262-91.7% | $5,098-91.5% | $12,562-96.5% |