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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 | $25,780 | $107,368-76.0% | $92,915-72.3% | $152,909-83.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 27.27% | 145.64%-118.4pp | 109.45%-82.2pp | 345.46%-318.2pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,653-55.1% | $4,764-65.6% |
| Participant deferral / active EE | $2,327 | $4,848-52.0% | $4,238-45.1% | $5,851-60.2% |
| Admin fee / account holder | $3,218 | $7,082-54.6% | $5,796-44.5% | $11,601-72.3% |