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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 | $21,066 | $111,535-81.1% | $105,223-80.0% | $137,256-84.7% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 15.00% | 237.85%-222.9pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,159 | $3,939-70.6% | $3,689-68.6% | $4,156-72.1% |
| Participant deferral / active EE | $2,149 | $5,500-60.9% | $5,072-57.6% | $6,407-66.5% |
| Admin fee / account holder | $334 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |