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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 | $38,183 | $174,379-78.1% | $152,093-74.9% | $138,895-72.5% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 23.89% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,066 | $4,652-55.6% | $4,175-50.5% | $4,194-50.7% |
| Participant deferral / active EE | $4,852 | $6,159-21.2% | $5,451-11.0% | $6,396-24.1% |
| Admin fee / account holder | $933 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |