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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 | $185,312-74.5% | $161,489-70.8% | $154,746-69.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 18.44% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,352 | $4,769-71.6% | $4,268-68.3% | $4,379-69.1% |
| Participant deferral / active EE | $4,990 | $6,350-21.4% | $5,630-11.4% | $6,730-25.9% |
| Admin fee / account holder | $18,622 | $18,654-0.2% | $16,006+16.3% | $14,365+29.6% |