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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 | $43,469 | $211,224-79.4% | $178,505-75.6% | $145,897-70.2% |
| Participation rate | 68.4% | 80.8%-12.4pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 11.17% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,234 | $4,577-73.0% | $3,955-68.8% | $4,663-73.5% |
| Participant deferral / active EE | $3,663 | $6,966-47.4% | $6,280-41.7% | $6,689-45.2% |
| Admin fee / account holder | $637 | $12,109-94.7% | $10,428-93.9% | $13,390-95.2% |