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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 | $54,247 | $148,582-63.5% | $135,942-60.1% | $139,456-61.1% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 16.36% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,153 | $5,245-78.0% | $4,858-76.3% | $4,753-75.8% |
| Participant deferral / active EE | $8,271 | $8,101+2.1% | $7,759+6.6% | $6,711+23.2% |
| Admin fee / account holder | $1,864 | $12,402-85.0% | $10,764-82.7% | $11,407-83.7% |