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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 | $25,559 | $70,366-63.7% | $66,674-61.7% | $138,895-81.6% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.7%-27.5pp | 79.9%-33.8pp |
| Annual return | 17.91% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,393 | $2,765-49.6% | $2,620-46.8% | $4,194-66.8% |
| Participant deferral / active EE | $1,393 | $4,374-68.2% | $4,084-65.9% | $6,396-78.2% |
| Admin fee / account holder | $514 | $5,262-90.2% | $5,098-89.9% | $12,562-95.9% |