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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 | $17,944 | $154,228-88.4% | $145,433-87.7% | $137,256-86.9% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 21.02% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,949 | $4,804-59.4% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $4,592 | $8,216-44.1% | $7,897-41.9% | $6,407-28.3% |
| Admin fee / account holder | $3,731 | $14,344-74.0% | $13,129-71.6% | $12,270-69.6% |