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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 | $46,075 | $213,785-78.4% | $185,441-75.2% | $155,188-70.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 18.98% | 19.97%-1.0pp | 20.16%-1.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,159 | $5,393-78.5% | $4,672-75.2% | $4,248-72.7% |
| Participant deferral / active EE | $3,509 | $6,864-48.9% | $6,152-43.0% | $6,531-46.3% |
| Admin fee / account holder | $890 | $21,134-95.8% | $17,890-95.0% | $14,480-93.9% |