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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 | $19,293 | $183,627-89.5% | $155,602-87.6% | $145,978-86.8% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 14.49% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $3,533 | $5,316-33.5% | $4,675-24.4% | $4,662-24.2% |
| Participant deferral / active EE | $4,874 | $6,466-24.6% | $5,629-13.4% | $6,690-27.1% |
| Admin fee / account holder | $4,168 | $19,327-78.4% | $15,923-73.8% | $13,400-68.9% |