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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 | $28,833 | $111,814-74.2% | $103,378-72.1% | $145,978-80.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 16.04% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,863 | $4,215-55.8% | $3,870-51.9% | $4,662-60.0% |
| Participant deferral / active EE | $1,863 | $5,618-66.8% | $5,058-63.2% | $6,690-72.1% |
| Admin fee / account holder | $12,169 | $9,764+24.6% | $8,401+44.9% | $13,400-9.2% |