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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 | $41,856 | $201,264-79.2% | $184,185-77.3% | $145,978-71.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.83% | 29.00%-16.2pp | 28.81%-16.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,515 | $7,021-78.4% | $6,426-76.4% | $4,662-67.5% |
| Participant deferral / active EE | $3,478 | $9,806-64.5% | $9,132-61.9% | $6,690-48.0% |
| Admin fee / account holder | $3,797 | $16,376-76.8% | $13,909-72.7% | $13,400-71.7% |