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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 | $19,985 | $172,111-88.4% | $150,298-86.7% | $137,256-85.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.03% | 69.37%-49.3pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,109 | $4,636-54.5% | $4,154-49.2% | $4,156-49.3% |
| Participant deferral / active EE | $9,744 | $6,166+58.0% | $5,453+78.7% | $6,407+52.1% |
| Admin fee / account holder | $2,033 | $16,471-87.7% | $14,116-85.6% | $12,270-83.4% |