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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 | $17,953 | $70,366-74.5% | $66,674-73.1% | $138,895-87.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 14.72% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,213 | $2,765-56.1% | $2,620-53.7% | $4,194-71.1% |
| Participant deferral / active EE | $2,426 | $4,374-44.5% | $4,084-40.6% | $6,396-62.1% |
| Admin fee / account holder | $1,733 | $5,262-67.1% | $5,098-66.0% | $12,562-86.2% |