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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 | $30,191 | $165,381-81.7% | $149,730-79.8% | $158,966-81.0% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 21.25% | 348.29%-327.0pp | 276.70%-255.4pp | 302.95%-281.7pp |
| Employer contribution / active EE | $3,364 | $5,104-34.1% | $4,645-27.6% | $4,762-29.4% |
| Participant deferral / active EE | $8,810 | $7,182+22.7% | $6,843+28.8% | $5,983+47.2% |
| Admin fee / account holder | $11,918 | $10,809+10.3% | $9,310+28.0% | $11,250+5.9% |