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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 | $37,010 | $165,361-77.6% | $149,715-75.3% | $158,950-76.7% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 21.87% | 348.24%-326.4pp | 276.66%-254.8pp | 302.91%-281.0pp |
| Employer contribution / active EE | $2,489 | $5,103-51.2% | $4,645-46.4% | $4,762-47.7% |
| Participant deferral / active EE | $4,242 | $7,182-40.9% | $6,842-38.0% | $5,983-29.1% |
| Admin fee / account holder | $1,225 | $10,808-88.7% | $9,310-86.8% | $11,248-89.1% |