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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 | $27,632 | $185,312-85.1% | $161,489-82.9% | $154,746-82.1% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 18.18% | 103.84%-85.7pp | 89.72%-71.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,534 | $4,769-67.8% | $4,268-64.1% | $4,379-65.0% |
| Participant deferral / active EE | $2,125 | $6,350-66.5% | $5,630-62.3% | $6,730-68.4% |
| Admin fee / account holder | $6,126 | $18,654-67.2% | $16,006-61.7% | $14,365-57.4% |