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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 | $46,502 | $165,361-71.9% | $149,715-68.9% | $158,950-70.7% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 21.71% | 348.24%-326.5pp | 276.66%-255.0pp | 302.91%-281.2pp |
| Employer contribution / active EE | $986 | $5,103-80.7% | $4,645-78.8% | $4,762-79.3% |
| Participant deferral / active EE | $4,395 | $7,182-38.8% | $6,842-35.8% | $5,983-26.5% |
| Admin fee / account holder | $564 | $10,808-94.8% | $9,310-93.9% | $11,248-95.0% |