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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 | $35,426 | $178,174-80.1% | $156,181-77.3% | $137,256-74.2% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 19.22% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,812 | $4,972-63.5% | $4,294-57.8% | $4,156-56.4% |
| Participant deferral / active EE | $3,680 | $6,888-46.6% | $6,132-40.0% | $6,407-42.6% |
| Admin fee / account holder | $2,392 | $17,404-86.3% | $14,586-83.6% | $12,270-80.5% |