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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 | $38,634 | $148,623-74.0% | $135,974-71.6% | $139,466-72.3% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 14.34% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,132 | $5,246-78.4% | $4,859-76.7% | $4,754-76.2% |
| Participant deferral / active EE | $2,909 | $8,103-64.1% | $7,760-62.5% | $6,712-56.7% |
| Admin fee / account holder | $329 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |