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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 | $38,903 | $185,312-79.0% | $161,489-75.9% | $154,746-74.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 22.85% | 103.84%-81.0pp | 89.72%-66.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,553 | $4,769-67.4% | $4,268-63.6% | $4,379-64.5% |
| Participant deferral / active EE | $5,328 | $6,350-16.1% | $5,630-5.4% | $6,730-20.8% |
| Admin fee / account holder | $899 | $18,654-95.2% | $16,006-94.4% | $14,365-93.7% |