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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 | $31,854 | $107,368-70.3% | $92,915-65.7% | $152,909-79.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 24.48% | 145.64%-121.2pp | 109.45%-85.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $2,469 | $4,222-41.5% | $3,653-32.4% | $4,764-48.2% |
| Participant deferral / active EE | $3,974 | $4,848-18.0% | $4,238-6.2% | $5,851-32.1% |
| Admin fee / account holder | $2,184 | $7,082-69.2% | $5,796-62.3% | $11,601-81.2% |