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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 | $41,985 | $148,629-71.8% | $135,982-69.1% | $139,487-69.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.56% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,915 | $5,247-25.4% | $4,859-19.4% | $4,755-17.7% |
| Participant deferral / active EE | $12,352 | $8,102+52.4% | $7,760+59.2% | $6,713+84.0% |
| Admin fee / account holder | $1,140 | $12,406-90.8% | $10,767-89.4% | $11,407-90.0% |