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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 | $34,384 | $208,088-83.5% | $186,193-81.5% | $154,746-77.8% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 14.03% | 89.97%-75.9pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,295 | $4,340-47.1% | $3,918-41.4% | $4,379-47.6% |
| Participant deferral / active EE | $8,368 | $7,078+18.2% | $6,513+28.5% | $6,730+24.3% |
| Admin fee / account holder | $365 | $11,698-96.9% | $11,058-96.7% | $14,365-97.5% |