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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 | $35,162 | $174,379-79.8% | $152,093-76.9% | $138,895-74.7% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,140 | $4,652-54.0% | $4,175-48.7% | $4,194-49.0% |
| Participant deferral / active EE | $4,188 | $6,159-32.0% | $5,451-23.2% | $6,396-34.5% |
| Admin fee / account holder | $300 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |