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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 | $25,307 | $174,379-85.5% | $152,093-83.4% | $138,895-81.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 22.50% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,911 | $4,652-37.4% | $4,175-30.3% | $4,194-30.6% |
| Participant deferral / active EE | $5,400 | $6,159-12.3% | $5,451-0.9% | $6,396-15.6% |
| Admin fee / account holder | $416 | $16,880-97.5% | $14,497-97.1% | $12,562-96.7% |