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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 | $37,889 | $208,088-81.8% | $186,193-79.7% | $154,746-75.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 30.85% | 89.97%-59.1pp | 78.03%-47.2pp | 172.34%-141.5pp |
| Employer contribution / active EE | $3,418 | $4,340-21.2% | $3,918-12.8% | $4,379-21.9% |
| Participant deferral / active EE | $9,148 | $7,078+29.2% | $6,513+40.4% | $6,730+35.9% |
| Admin fee / account holder | $331 | $11,698-97.2% | $11,058-97.0% | $14,365-97.7% |