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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 | $26,144 | $183,539-85.8% | $155,556-83.2% | $145,897-82.1% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 15.76% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,099 | $5,315-79.3% | $4,675-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $2,965 | $6,467-54.2% | $5,631-47.3% | $6,689-55.7% |
| Admin fee / account holder | $2,222 | $19,275-88.5% | $15,885-86.0% | $13,390-83.4% |