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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 | $54,283 | $148,623-63.5% | $135,974-60.1% | $139,466-61.1% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 24.00% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,013 | $5,246-80.7% | $4,859-79.2% | $4,754-78.7% |
| Participant deferral / active EE | $2,720 | $8,103-66.4% | $7,760-64.9% | $6,712-59.5% |
| Admin fee / account holder | $368 | $12,406-97.0% | $10,767-96.6% | $11,409-96.8% |