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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 | $20,932 | $211,288-90.1% | $178,540-88.3% | $145,884-85.7% |
| Participation rate | 60.9% | 80.8%-19.9pp | 77.1%-16.2pp | 80.3%-19.4pp |
| Annual return | 12.56% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,659 | $4,574-63.7% | $3,953-58.0% | $4,662-64.4% |
| Participant deferral / active EE | $3,424 | $6,967-50.9% | $6,281-45.5% | $6,690-48.8% |
| Admin fee / account holder | $1,486 | $12,105-87.7% | $10,424-85.7% | $13,392-88.9% |