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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 | $174,379-88.5% | $152,093-86.9% | $138,895-85.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.03% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,109 | $4,652-54.7% | $4,175-49.5% | $4,194-49.7% |
| Participant deferral / active EE | $9,744 | $6,159+58.2% | $5,451+78.7% | $6,396+52.3% |
| Admin fee / account holder | $2,033 | $16,880-88.0% | $14,497-86.0% | $12,562-83.8% |