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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 | $182,442-79.2% | $163,379-76.8% | $138,895-72.7% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 30.85% | 72.74%-41.9pp | 63.41%-32.6pp | 145.39%-114.5pp |
| Employer contribution / active EE | $3,418 | $4,159-17.8% | $3,752-8.9% | $4,194-18.5% |
| Participant deferral / active EE | $9,148 | $6,817+34.2% | $6,282+45.6% | $6,396+43.0% |
| Admin fee / account holder | $331 | $10,396-96.8% | $9,818-96.6% | $12,562-97.4% |