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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 | $37,601 | $138,076-72.8% | $123,553-69.6% | $135,380-72.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | 11.10% | 153.70%-142.6pp | 119.21%-108.1pp | 519.81%-508.7pp |
| Employer contribution / active EE | $2,201 | $5,152-57.3% | $4,628-52.4% | $4,779-53.9% |
| Participant deferral / active EE | $3,215 | $6,800-52.7% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $4,073 | $10,917-62.7% | $9,284-56.1% | $10,828-62.4% |