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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 | $172,111-53.3% | $150,298-46.5% | $137,256-41.5% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 19.09% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,303 | $4,636-71.9% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $4,156 | $6,166-32.6% | $5,453-23.8% | $6,407-35.1% |
| Admin fee / account holder | $302 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |