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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 | $27,232 | $114,119-76.1% | $107,187-74.6% | $138,895-80.4% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 79.9%-41.8pp |
| Annual return | 25.16% | 273.21%-248.0pp | 204.55%-179.4pp | 145.39%-120.2pp |
| Employer contribution / active EE | $1,677 | $4,059-58.7% | $3,782-55.7% | $4,194-60.0% |
| Participant deferral / active EE | $4,602 | $5,538-16.9% | $5,096-9.7% | $6,396-28.0% |
| Admin fee / account holder | $2,171 | $10,024-78.3% | $9,162-76.3% | $12,562-82.7% |