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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 | $30,267 | $148,582-79.6% | $135,942-77.7% | $139,456-78.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 24.02% | 79.26%-55.2pp | 68.28%-44.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $1,949 | $5,245-62.8% | $4,858-59.9% | $4,753-59.0% |
| Participant deferral / active EE | $5,482 | $8,101-32.3% | $7,759-29.4% | $6,711-18.3% |
| Admin fee / account holder | $459 | $12,402-96.3% | $10,764-95.7% | $11,407-96.0% |