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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 | $32,830 | $185,312-82.3% | $161,489-79.7% | $154,746-78.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 22.28% | 103.84%-81.6pp | 89.72%-67.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,040 | $4,769-57.2% | $4,268-52.2% | $4,379-53.4% |
| Participant deferral / active EE | $8,857 | $6,350+39.5% | $5,630+57.3% | $6,730+31.6% |
| Admin fee / account holder | $1,768 | $18,654-90.5% | $16,006-89.0% | $14,365-87.7% |