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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 | $19,420 | $110,379-82.4% | $102,412-81.0% | $145,884-86.7% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 23.60% | 24.84%-1.2pp | 24.94%-1.3pp | 551.85%-528.2pp |
| Employer contribution / active EE | $1,901 | $4,216-54.9% | $3,870-50.9% | $4,662-59.2% |
| Participant deferral / active EE | $6,051 | $5,622+7.6% | $5,060+19.6% | $6,690-9.5% |
| Admin fee / account holder | $1,960 | $9,745-79.9% | $8,388-76.6% | $13,392-85.4% |