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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 | $41,405 | $166,131-75.1% | $164,975-74.9% | $145,877-71.6% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 9.73% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,979 | $5,276-62.5% | $4,343-54.4% | $4,663-57.6% |
| Participant deferral / active EE | $2,169 | $6,962-68.8% | $6,033-64.0% | $6,691-67.6% |
| Admin fee / account holder | $323 | $16,648-98.1% | $12,688-97.5% | $13,402-97.6% |