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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 | $40,855 | $196,972-79.3% | $182,262-77.6% | $198,609-79.4% |
| Participation rate | 52.2% | 85.7%-33.5pp | 84.2%-32.0pp | 82.4%-30.2pp |
| Annual return | 22.45% | 158.27%-135.8pp | 140.60%-118.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,061 | $5,364-61.6% | $5,046-59.1% | $5,055-59.2% |
| Participant deferral / active EE | $4,876 | $8,643-43.6% | $8,276-41.1% | $6,977-30.1% |
| Admin fee / account holder | $1,639 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |