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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 | $80,360 | $185,312-56.6% | $161,489-50.2% | $154,746-48.1% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 19.09% | 103.84%-84.8pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,303 | $4,769-72.7% | $4,268-69.5% | $4,379-70.2% |
| Participant deferral / active EE | $4,156 | $6,350-34.6% | $5,630-26.2% | $6,730-38.3% |
| Admin fee / account holder | $302 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |