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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 | $47,207 | $181,062-73.9% | $158,223-70.2% | $155,188-69.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 18.44% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,352 | $4,565-70.4% | $4,109-67.1% | $4,248-68.2% |
| Participant deferral / active EE | $4,990 | $6,134-18.7% | $5,467-8.7% | $6,531-23.6% |
| Admin fee / account holder | $18,622 | $18,825-1.1% | $16,047+16.0% | $14,480+28.6% |