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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 | $21,958 | $58,391-62.4% | $76,657-71.4% | $72,975-69.9% |
| Participation rate | 66.7% | 67.4%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 16.13% | 2306.65%-2290.5pp | 1166.74%-1150.6pp | 81.01%-64.9pp |
| Employer contribution / active EE | $849 | $1,787-52.5% | $2,303-63.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,051 | $2,690-60.9% | $3,335-68.5% | $3,608-70.9% |
| Admin fee / account holder | $637 | $4,014-84.1% | $6,423-90.1% | $5,124-87.6% |