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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 | $19,786 | $100,262-80.3% | $81,370-75.7% | $145,897-86.4% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 13.24% | 34.52%-21.3pp | 24.85%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,607 | $2,979-46.0% | $2,464-34.8% | $4,663-65.5% |
| Participant deferral / active EE | $2,022 | $4,612-56.2% | $3,885-47.9% | $6,689-69.8% |
| Admin fee / account holder | $325 | $8,163-96.0% | $5,749-94.3% | $13,390-97.6% |