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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 | $155,555-79.7% | $146,866-78.5% | $155,188-79.7% |
| Participation rate | 58.8% | 84.0%-25.1pp | 82.5%-23.7pp | 80.8%-22.0pp |
| Annual return | 23.41% | 115.41%-92.0pp | 102.85%-79.4pp | 148.84%-125.4pp |
| Employer contribution / active EE | $2,917 | $4,647-37.2% | $4,425-34.1% | $4,248-31.3% |
| Participant deferral / active EE | $5,773 | $8,044-28.2% | $7,759-25.6% | $6,531-11.6% |
| Admin fee / account holder | $3,148 | $14,755-78.7% | $13,620-76.9% | $14,480-78.3% |