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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 | $49,830 | $165,399-69.9% | $149,745-66.7% | $158,982-68.7% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 25.86% | 348.34%-322.5pp | 276.72%-250.9pp | 302.99%-277.1pp |
| Employer contribution / active EE | $1,067 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $2,529 | $7,183-64.8% | $6,843-63.0% | $5,983-57.7% |
| Admin fee / account holder | $304 | $10,811-97.2% | $9,312-96.7% | $11,252-97.3% |