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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 | $43,966 | $72,071-39.0% | $68,368-35.7% | $137,256-68.0% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.0%-25.8pp |
| Annual return | 17.43% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,414 | $2,788-13.4% | $2,649-8.9% | $4,156-41.9% |
| Participant deferral / active EE | $4,649 | $4,410+5.4% | $4,123+12.8% | $6,407-27.4% |
| Admin fee / account holder | $2,293 | $5,336-57.0% | $5,150-55.5% | $12,270-81.3% |