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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 | $31,967 | $183,516-82.6% | $155,534-79.4% | $145,884-78.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 21.06% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,675-70.1% | $4,662-70.0% |
| Participant deferral / active EE | $4,689 | $6,467-27.5% | $5,630-16.7% | $6,690-29.9% |
| Admin fee / account holder | $405 | $19,293-97.9% | $15,900-97.5% | $13,392-97.0% |