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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 | $19,213 | $110,307-82.6% | $96,576-80.1% | $139,456-86.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 24.56% | 26.40%-1.8pp | 25.87%-1.3pp | 373.45%-348.9pp |
| Employer contribution / active EE | $3,574 | $3,619-1.2% | $2,965+20.5% | $4,753-24.8% |
| Participant deferral / active EE | $4,060 | $5,547-26.8% | $4,851-16.3% | $6,711-39.5% |
| Admin fee / account holder | $6,479 | $11,597-44.1% | $8,253-21.5% | $11,407-43.2% |