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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 | $28,326 | $183,592-84.6% | $155,574-81.8% | $145,877-80.6% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 13.23% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,231 | $5,317-76.9% | $4,676-73.7% | $4,663-73.6% |
| Participant deferral / active EE | $1,959 | $6,466-69.7% | $5,629-65.2% | $6,691-70.7% |
| Admin fee / account holder | $1,636 | $19,316-91.5% | $15,914-89.7% | $13,402-87.8% |