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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 | $20,499 | $211,105-90.3% | $178,449-88.5% | $145,978-86.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.06% | 30.19%-15.1pp | 27.09%-12.0pp | 550.52%-535.5pp |
| Employer contribution / active EE | $854 | $4,569-81.3% | $3,951-78.4% | $4,662-81.7% |
| Participant deferral / active EE | $1,971 | $6,959-71.7% | $6,277-68.6% | $6,690-70.5% |
| Admin fee / account holder | $5,165 | $12,017-57.0% | $10,362-50.2% | $13,400-61.5% |