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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 | $28,161 | $111,535-74.8% | $105,223-73.2% | $137,256-79.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,813 | $3,939-54.0% | $3,689-50.8% | $4,156-56.4% |
| Participant deferral / active EE | $4,050 | $5,500-26.4% | $5,072-20.1% | $6,407-36.8% |
| Admin fee / account holder | $1,722 | $9,721-82.3% | $8,859-80.6% | $12,270-86.0% |