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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 | $43,698 | $129,737-66.3% | $119,126-63.3% | $154,746-71.8% |
| Participation rate | 61.1% | 78.9%-17.7pp | 75.8%-14.6pp | 80.7%-19.6pp |
| Annual return | 18.94% | 379.08%-360.1pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,615 | $4,375-63.1% | $4,034-60.0% | $4,379-63.1% |
| Participant deferral / active EE | $4,263 | $5,842-27.0% | $5,318-19.8% | $6,730-36.7% |
| Admin fee / account holder | $1,381 | $11,961-88.5% | $10,693-87.1% | $14,365-90.4% |