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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 | $23,631 | $94,749-75.1% | $112,899-79.1% | $139,466-83.1% |
| Participation rate | 55.6% | 81.3%-25.7pp | 80.5%-25.0pp | 80.3%-24.8pp |
| Annual return | 17.96% | 40.92%-23.0pp | 34.11%-16.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,446 | $4,630-68.8% | $4,566-68.3% | $4,754-69.6% |
| Participant deferral / active EE | $3,177 | $6,517-51.3% | $6,516-51.2% | $6,712-52.7% |
| Admin fee / account holder | $2,781 | $8,530-67.4% | $7,047-60.5% | $11,409-75.6% |