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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 | $44,186 | $148,582-70.3% | $135,942-67.5% | $139,456-68.3% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.00% | 79.26%-61.3pp | 68.28%-50.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $3,287 | $5,245-37.3% | $4,858-32.3% | $4,753-30.8% |
| Participant deferral / active EE | $4,073 | $8,101-49.7% | $7,759-47.5% | $6,711-39.3% |
| Admin fee / account holder | $954 | $12,402-92.3% | $10,764-91.1% | $11,407-91.6% |