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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 | $38,835 | $148,629-73.9% | $135,982-71.4% | $139,487-72.2% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 19.29% | 79.33%-60.0pp | 68.32%-49.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $3,646 | $5,247-30.5% | $4,859-25.0% | $4,755-23.3% |
| Participant deferral / active EE | $6,714 | $8,102-17.1% | $7,760-13.5% | $6,7130% |
| Admin fee / account holder | $7,973 | $12,406-35.7% | $10,767-26.0% | $11,407-30.1% |