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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 | $27,585 | $156,398-82.4% | $147,318-81.3% | $138,895-80.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.46% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,169 | $4,853-75.9% | $4,593-74.5% | $4,194-72.1% |
| Participant deferral / active EE | $3,752 | $8,237-54.4% | $7,906-52.5% | $6,396-41.3% |
| Admin fee / account holder | $1,789 | $14,976-88.1% | $13,708-87.0% | $12,562-85.8% |