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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 | $40,056 | $211,224-81.0% | $178,505-77.6% | $145,897-72.5% |
| Participation rate | 38.5% | 80.8%-42.4pp | 77.1%-38.7pp | 80.3%-41.8pp |
| Annual return | 31.21% | 30.28%+0.9pp | 27.16%+4.1pp | 552.29%-521.1pp |
| Employer contribution / active EE | $992 | $4,577-78.3% | $3,955-74.9% | $4,663-78.7% |
| Participant deferral / active EE | $1,447 | $6,966-79.2% | $6,280-77.0% | $6,689-78.4% |
| Admin fee / account holder | $18,014 | $12,109+48.8% | $10,428+72.7% | $13,390+34.5% |