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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 | $181,062-89.0% | $158,223-87.4% | $155,188-87.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 20.03% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,109 | $4,565-53.8% | $4,109-48.7% | $4,248-50.4% |
| Participant deferral / active EE | $9,744 | $6,134+58.8% | $5,467+78.2% | $6,531+49.2% |
| Admin fee / account holder | $2,033 | $18,825-89.2% | $16,047-87.3% | $14,480-86.0% |