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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 | $38,903 | $227,399-82.9% | $189,758-79.5% | $198,609-80.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 22.85% | 61.03%-38.2pp | 52.62%-29.8pp | 202.70%-179.8pp |
| Employer contribution / active EE | $1,553 | $5,526-71.9% | $4,767-67.4% | $5,055-69.3% |
| Participant deferral / active EE | $5,328 | $6,837-22.1% | $5,856-9.0% | $6,977-23.6% |
| Admin fee / account holder | $899 | $25,162-96.4% | $20,388-95.6% | $19,030-95.3% |