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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 | $46,858 | $141,004-66.8% | $112,273-58.3% | $139,466-66.4% |
| Participation rate | 63.2% | 79.2%-16.1pp | 72.4%-9.3pp | 80.3%-17.2pp |
| Annual return | 18.50% | 32.75%-14.3pp | 30.23%-11.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,554 | $4,285-63.7% | $3,431-54.7% | $4,754-67.3% |
| Participant deferral / active EE | $3,110 | $5,878-47.1% | $4,800-35.2% | $6,712-53.7% |
| Admin fee / account holder | $1,178 | $9,959-88.2% | $7,752-84.8% | $11,409-89.7% |