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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 | $39,020 | $211,224-81.5% | $178,505-78.1% | $145,897-73.3% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 16.76% | 30.28%-13.5pp | 27.16%-10.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,472 | $4,577-67.8% | $3,955-62.8% | $4,663-68.4% |
| Participant deferral / active EE | $6,679 | $6,966-4.1% | $6,280+6.4% | $6,689-0.1% |
| Admin fee / account holder | $576 | $12,109-95.2% | $10,428-94.5% | $13,390-95.7% |