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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 | $26,977 | $100,970-73.3% | $96,576-72.1% | $137,256-80.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.25% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,095 | $3,809-18.7% | $3,553-12.9% | $4,156-25.5% |
| Participant deferral / active EE | $3,129 | $8,286-62.2% | $7,956-60.7% | $6,407-51.2% |
| Admin fee / account holder | $12,015 | $11,312+6.2% | $11,381+5.6% | $12,270-2.1% |