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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 | $39,848 | $129,737-69.3% | $119,126-66.5% | $154,746-74.2% |
| Participation rate | 30.8% | 78.9%-48.1pp | 75.8%-45.0pp | 80.7%-49.9pp |
| Annual return | 11.11% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,161 | $4,375-73.5% | $4,034-71.2% | $4,379-73.5% |
| Participant deferral / active EE | $3,147 | $5,842-46.1% | $5,318-40.8% | $6,730-53.2% |
| Admin fee / account holder | $527 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |