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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 | $31,532 | $154,228-79.6% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 23.41% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,917 | $4,804-39.3% | $4,554-36.0% | $4,156-29.8% |
| Participant deferral / active EE | $5,773 | $8,216-29.7% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $3,148 | $14,344-78.1% | $13,129-76.0% | $12,270-74.3% |