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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 | $210,698-81.0% | $178,014-77.5% | $145,959-72.6% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 31.21% | 386.27%-355.1pp | 294.80%-263.6pp | 561.95%-530.7pp |
| Employer contribution / active EE | $992 | $4,567-78.3% | $3,950-74.9% | $4,661-78.7% |
| Participant deferral / active EE | $1,447 | $6,958-79.2% | $6,276-76.9% | $6,689-78.4% |
| Admin fee / account holder | $18,014 | $12,016+49.9% | $10,362+73.9% | $13,398+34.5% |