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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 | $23,145 | $156,398-85.2% | $147,318-84.3% | $138,895-83.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.39% | 78.75%-64.4pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $911 | $4,853-81.2% | $4,593-80.2% | $4,194-78.3% |
| Participant deferral / active EE | $2,488 | $8,237-69.8% | $7,906-68.5% | $6,396-61.1% |
| Admin fee / account holder | $1,019 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |