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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 | $26,598 | $228,395-88.4% | $185,861-85.7% | $158,982-83.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 16.50% | 40.82%-24.3pp | 35.96%-19.5pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,807 | $4,968-63.6% | $4,088-55.8% | $4,763-62.1% |
| Participant deferral / active EE | $1,727 | $6,417-73.1% | $5,634-69.4% | $5,983-71.1% |
| Admin fee / account holder | $1,665 | $11,869-86.0% | $9,503-82.5% | $11,252-85.2% |