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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 | $17,725 | $156,398-88.7% | $147,318-88.0% | $138,895-87.2% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 17.99% | 78.75%-60.8pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,576 | $4,853-26.3% | $4,593-22.1% | $4,194-14.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,769 | $14,976-8.1% | $13,708+0.4% | $12,562+9.6% |