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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 | $76,853 | $165,381-53.5% | $149,730-48.7% | $158,966-51.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 11.21% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,286 | $5,104-74.8% | $4,645-72.3% | $4,762-73.0% |
| Participant deferral / active EE | $3,035 | $7,182-57.7% | $6,843-55.6% | $5,983-49.3% |
| Admin fee / account holder | $308 | $10,809-97.2% | $9,310-96.7% | $11,250-97.3% |