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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 | $42,829 | $185,312-76.9% | $161,489-73.5% | $154,746-72.3% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 15.96% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,053 | $4,769-77.9% | $4,268-75.3% | $4,379-76.0% |
| Participant deferral / active EE | $4,063 | $6,350-36.0% | $5,630-27.8% | $6,730-39.6% |
| Admin fee / account holder | $910 | $18,654-95.1% | $16,006-94.3% | $14,365-93.7% |