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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 | $44,813 | $185,312-75.8% | $161,489-72.3% | $154,746-71.0% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 24.73% | 103.84%-79.1pp | 89.72%-65.0pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,462 | $4,769-48.4% | $4,268-42.3% | $4,379-43.8% |
| Participant deferral / active EE | $4,369 | $6,350-31.2% | $5,630-22.4% | $6,730-35.1% |
| Admin fee / account holder | $14,301 | $18,654-23.3% | $16,006-10.7% | $14,365-0.4% |