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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 | $199,109-82.2% | $173,730-79.6% | $154,746-77.1% |
| Participation rate | 69.6% | 82.8%-13.2pp | 79.6%-10.0pp | 80.7%-11.1pp |
| Annual return | 19.22% | 20.02%-0.8pp | 19.96%-0.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,812 | $5,311-65.9% | $4,577-60.4% | $4,379-58.6% |
| Participant deferral / active EE | $3,680 | $7,113-48.3% | $6,326-41.8% | $6,730-45.3% |
| Admin fee / account holder | $2,392 | $20,916-88.6% | $17,523-86.3% | $14,365-83.3% |