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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 | $115,042 | $183,516-37.3% | $155,534-26.0% | $145,884-21.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.26% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,218 | $5,315-77.1% | $4,675-73.9% | $4,662-73.9% |
| Participant deferral / active EE | $6,467 | $6,4670% | $5,630+14.9% | $6,690-3.3% |
| Admin fee / account holder | $1,815 | $19,293-90.6% | $15,900-88.6% | $13,392-86.4% |