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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 | $27,919 | $202,463-86.2% | $169,397-83.5% | $139,487-80.0% |
| Participation rate | 58.3% | 81.1%-22.8pp | 77.2%-18.8pp | 80.3%-22.0pp |
| Annual return | 25.95% | 532.64%-506.7pp | 406.23%-380.3pp | 373.84%-347.9pp |
| Employer contribution / active EE | $1,334 | $4,694-71.6% | $4,013-66.8% | $4,755-71.9% |
| Participant deferral / active EE | $3,175 | $6,941-54.3% | $6,223-49.0% | $6,713-52.7% |
| Admin fee / account holder | $2,678 | $10,726-75.0% | $9,017-70.3% | $11,407-76.5% |