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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 | $84,386 | $165,361-49.0% | $149,715-43.6% | $158,950-46.9% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 11.98% | 348.24%-336.3pp | 276.66%-264.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $3,791 | $5,103-25.7% | $4,645-18.4% | $4,762-20.4% |
| Participant deferral / active EE | $6,887 | $7,182-4.1% | $6,842+0.7% | $5,983+15.1% |
| Admin fee / account holder | $2,197 | $10,808-79.7% | $9,310-76.4% | $11,248-80.5% |