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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 | $40,776 | $201,344-79.7% | $184,243-77.9% | $145,877-72.0% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | 19.55% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $2,780 | $7,022-60.4% | $6,427-56.8% | $4,663-40.4% |
| Participant deferral / active EE | $5,504 | $9,807-43.9% | $9,132-39.7% | $6,691-17.7% |
| Admin fee / account holder | $1,229 | $16,382-92.5% | $13,914-91.2% | $13,402-90.8% |