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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 | $21,320 | $114,119-81.3% | $107,187-80.1% | $138,895-84.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 20.91% | 273.21%-252.3pp | 204.55%-183.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,438 | $4,059-64.6% | $3,782-62.0% | $4,194-65.7% |
| Participant deferral / active EE | $2,536 | $5,538-54.2% | $5,096-50.2% | $6,396-60.4% |
| Admin fee / account holder | $5,466 | $10,024-45.5% | $9,162-40.3% | $12,562-56.5% |