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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% | $155,567-81.8% | $145,959-80.6% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 13.23% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,231 | $5,315-76.8% | $4,674-73.7% | $4,661-73.6% |
| Participant deferral / active EE | $1,959 | $6,464-69.7% | $5,628-65.2% | $6,689-70.7% |
| Admin fee / account holder | $1,636 | $19,318-91.5% | $15,916-89.7% | $13,398-87.8% |