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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 | $29,751 | $202,463-85.3% | $169,397-82.4% | $139,487-78.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 13.60% | 532.64%-519.0pp | 406.23%-392.6pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,172 | $4,694-53.7% | $4,013-45.9% | $4,755-54.3% |
| Participant deferral / active EE | $1,567 | $6,941-77.4% | $6,223-74.8% | $6,713-76.6% |
| Admin fee / account holder | $1,188 | $10,726-88.9% | $9,017-86.8% | $11,407-89.6% |