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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 | $35,078 | $165,361-78.8% | $149,715-76.6% | $158,950-77.9% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 22.79% | 348.24%-325.4pp | 276.66%-253.9pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,064 | $5,103-79.1% | $4,645-77.1% | $4,762-77.7% |
| Participant deferral / active EE | $2,570 | $7,182-64.2% | $6,842-62.4% | $5,983-57.0% |
| Admin fee / account holder | $1,096 | $10,808-89.9% | $9,310-88.2% | $11,248-90.3% |