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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 | $46,118 | $165,381-72.1% | $149,730-69.2% | $158,966-71.0% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 23.20% | 348.29%-325.1pp | 276.70%-253.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $3,003 | $5,104-41.2% | $4,645-35.4% | $4,762-36.9% |
| Participant deferral / active EE | $10,803 | $7,182+50.4% | $6,843+57.9% | $5,983+80.6% |
| Admin fee / account holder | $3,970 | $10,809-63.3% | $9,310-57.4% | $11,250-64.7% |