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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 | $42,440 | $172,111-75.3% | $150,298-71.8% | $137,256-69.1% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 17.98% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $974 | $4,636-79.0% | $4,154-76.5% | $4,156-76.6% |
| Participant deferral / active EE | $5,110 | $6,166-17.1% | $5,453-6.3% | $6,407-20.2% |
| Admin fee / account holder | $2,342 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |