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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 | $28,699 | $211,224-86.4% | $178,505-83.9% | $145,897-80.3% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 8.54% | 30.28%-21.7pp | 27.16%-18.6pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,539 | $4,577-66.4% | $3,955-61.1% | $4,663-67.0% |
| Participant deferral / active EE | $2,415 | $6,966-65.3% | $6,280-61.5% | $6,689-63.9% |
| Admin fee / account holder | $5,650 | $12,109-53.3% | $10,428-45.8% | $13,390-57.8% |