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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 | $45,910 | $185,856-75.3% | $170,028-73.0% | $139,456-67.1% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 24.44% | 60.52%-36.1pp | 53.39%-28.9pp | 373.45%-349.0pp |
| Employer contribution / active EE | $4,548 | $7,593-40.1% | $6,788-33.0% | $4,753-4.3% |
| Participant deferral / active EE | $12,656 | $11,623+8.9% | $10,409+21.6% | $6,711+88.6% |
| Admin fee / account holder | $12,865 | $15,387-16.4% | $12,820+0.3% | $11,407+12.8% |