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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 | $18,131 | $211,239-91.4% | $178,528-89.8% | $145,877-87.6% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 13.08% | 30.22%-17.1pp | 27.11%-14.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,255 | $4,570-50.7% | $3,950-42.9% | $4,663-51.7% |
| Participant deferral / active EE | $3,409 | $6,963-51.0% | $6,278-45.7% | $6,691-49.0% |
| Admin fee / account holder | $412 | $12,095-96.6% | $10,419-96.0% | $13,402-96.9% |