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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 | $23,343 | $202,440-88.5% | $169,390-86.2% | $139,466-83.3% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.2%-49.9pp | 80.3%-53.1pp |
| Annual return | 15.88% | 532.36%-516.5pp | 406.07%-390.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,339 | $4,693-50.2% | $4,013-41.7% | $4,754-50.8% |
| Participant deferral / active EE | $1,475 | $6,940-78.7% | $6,222-76.3% | $6,712-78.0% |
| Admin fee / account holder | $4,153 | $10,722-61.3% | $9,015-53.9% | $11,409-63.6% |