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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 | $123,898-81.7% | $116,538-80.5% | $155,188-85.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 17.43% | 16.04%+1.4pp | 17.97%-0.5pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,968 | $4,739-58.5% | $4,541-56.7% | $4,248-53.7% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $408 | $9,174-95.5% | $8,737-95.3% | $14,480-97.2% |