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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 | $22,692 | $124,213-81.7% | $118,106-80.8% | $154,746-85.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 17.43% | 18.29%-0.9pp | 19.44%-2.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,968 | $4,905-59.9% | $4,698-58.1% | $4,379-55.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $408 | $9,627-95.8% | $8,973-95.4% | $14,365-97.2% |