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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 | $24,517 | $172,111-85.8% | $150,298-83.7% | $137,256-82.1% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $886 | $4,636-80.9% | $4,154-78.7% | $4,156-78.7% |
| Participant deferral / active EE | $1,828 | $6,166-70.4% | $5,453-66.5% | $6,407-71.5% |
| Admin fee / account holder | $1,277 | $16,471-92.2% | $14,116-91.0% | $12,270-89.6% |