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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 | $45,422 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,468 | $4,636-3.6% | $4,154+7.6% | $4,156+7.5% |
| Participant deferral / active EE | $13,663 | $6,166+121.6% | $5,453+150.6% | $6,407+113.3% |
| Admin fee / account holder | $9,019 | $16,471-45.2% | $14,116-36.1% | $12,270-26.5% |