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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 | $156,398-88.5% | $147,318-87.8% | $138,895-87.1% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 21.02% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,949 | $4,853-59.8% | $4,593-57.6% | $4,194-53.5% |
| Participant deferral / active EE | $4,592 | $8,237-44.3% | $7,906-41.9% | $6,396-28.2% |
| Admin fee / account holder | $3,731 | $14,976-75.1% | $13,708-72.8% | $12,562-70.3% |