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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 | $154,228-73.5% | $145,433-71.9% | $137,256-70.2% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 22.45% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,061 | $4,804-57.1% | $4,554-54.7% | $4,156-50.4% |
| Participant deferral / active EE | $4,876 | $8,216-40.7% | $7,897-38.3% | $6,407-23.9% |
| Admin fee / account holder | $1,639 | $14,344-88.6% | $13,129-87.5% | $12,270-86.6% |