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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 | $37,415 | $183,516-79.6% | $155,534-75.9% | $145,884-74.4% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,092 | $5,315-79.5% | $4,675-76.6% | $4,662-76.6% |
| Participant deferral / active EE | $2,774 | $6,467-57.1% | $5,630-50.7% | $6,690-58.5% |
| Admin fee / account holder | $6,529 | $19,293-66.2% | $15,900-58.9% | $13,392-51.2% |