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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 | $21,561 | $183,539-88.3% | $155,556-86.1% | $145,897-85.2% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 9.21% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,868 | $5,315-64.8% | $4,675-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $4,239 | $6,467-34.4% | $5,631-24.7% | $6,689-36.6% |
| Admin fee / account holder | $1,096 | $19,275-94.3% | $15,885-93.1% | $13,390-91.8% |