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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 | $32,830 | $172,111-80.9% | $150,298-78.2% | $137,256-76.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 22.28% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,040 | $4,636-56.0% | $4,154-50.9% | $4,156-50.9% |
| Participant deferral / active EE | $8,857 | $6,166+43.6% | $5,453+62.4% | $6,407+38.2% |
| Admin fee / account holder | $1,768 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |