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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 | $28,135 | $166,131-83.1% | $164,975-82.9% | $145,877-80.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.26% | 100.37%-91.1pp | 70.12%-60.9pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,793 | $5,276-66.0% | $4,343-58.7% | $4,663-61.5% |
| Participant deferral / active EE | $5,910 | $6,962-15.1% | $6,033-2.1% | $6,691-11.7% |
| Admin fee / account holder | $5,808 | $16,648-65.1% | $12,688-54.2% | $13,402-56.7% |