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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 | $35,629 | $114,119-68.8% | $107,187-66.8% | $138,895-74.3% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 14.23% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,189 | $4,059-70.7% | $3,782-68.6% | $4,194-71.7% |
| Participant deferral / active EE | $1,658 | $5,538-70.1% | $5,096-67.5% | $6,396-74.1% |
| Admin fee / account holder | $2,468 | $10,024-75.4% | $9,162-73.1% | $12,562-80.4% |