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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 | $32,175 | $199,109-83.8% | $173,730-81.5% | $154,746-79.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 19.09% | 20.02%-0.9pp | 19.96%-0.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,418 | $5,311-73.3% | $4,577-69.0% | $4,379-67.6% |
| Participant deferral / active EE | $3,889 | $7,113-45.3% | $6,326-38.5% | $6,730-42.2% |
| Admin fee / account holder | $476 | $20,916-97.7% | $17,523-97.3% | $14,365-96.7% |