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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 | $75,728 | $165,361-54.2% | $149,715-49.4% | $158,950-52.4% |
| Participation rate | 43.5% | 84.6%-41.1pp | 82.5%-39.0pp | 82.0%-38.5pp |
| Annual return | 13.73% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,505 | $5,103-70.5% | $4,645-67.6% | $4,762-68.4% |
| Participant deferral / active EE | $3,339 | $7,182-53.5% | $6,842-51.2% | $5,983-44.2% |
| Admin fee / account holder | $1,291 | $10,808-88.1% | $9,310-86.1% | $11,248-88.5% |