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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 | $26,117 | $157,276-83.4% | $141,177-81.5% | $152,885-82.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 25.84% | 64.33%-38.5pp | 71.40%-45.6pp | 345.39%-319.6pp |
| Employer contribution / active EE | $2,083 | $5,262-60.4% | $4,736-56.0% | $4,763-56.3% |
| Participant deferral / active EE | $3,485 | $7,110-51.0% | $6,710-48.1% | $5,851-40.4% |
| Admin fee / account holder | $1,194 | $12,123-90.2% | $10,263-88.4% | $11,598-89.7% |