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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 | $17,789 | $211,224-91.6% | $178,505-90.0% | $145,897-87.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.79% | 30.28%-20.5pp | 27.16%-17.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,139 | $4,577-75.1% | $3,955-71.2% | $4,663-75.6% |
| Participant deferral / active EE | $2,562 | $6,966-63.2% | $6,280-59.2% | $6,689-61.7% |
| Admin fee / account holder | $4,076 | $12,109-66.3% | $10,428-60.9% | $13,390-69.6% |