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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 | $35,861 | $107,941-66.8% | $91,994-61.0% | $152,897-76.5% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.5%-20.0pp |
| Annual return | 20.89% | 89.28%-68.4pp | 69.04%-48.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,813 | $4,212-57.0% | $3,453-47.5% | $4,764-61.9% |
| Participant deferral / active EE | $8,902 | $6,366+39.8% | $5,924+50.3% | $5,851+52.1% |
| Admin fee / account holder | $5,114 | $10,521-51.4% | $7,744-34.0% | $11,599-55.9% |