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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 | $26,969 | $201,372-86.6% | $184,260-85.4% | $145,884-81.5% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 15.98% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,961 | $7,024-72.1% | $6,427-69.5% | $4,662-57.9% |
| Participant deferral / active EE | $5,770 | $9,808-41.2% | $9,133-36.8% | $6,690-13.7% |
| Admin fee / account holder | $576 | $16,362-96.5% | $13,898-95.9% | $13,392-95.7% |