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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 | $105,158 | $165,361-36.4% | $149,715-29.8% | $158,950-33.8% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 11.87% | 348.24%-336.4pp | 276.66%-264.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,199 | $5,103-76.5% | $4,645-74.2% | $4,762-74.8% |
| Participant deferral / active EE | $3,475 | $7,182-51.6% | $6,842-49.2% | $5,983-41.9% |
| Admin fee / account holder | $3,189 | $10,808-70.5% | $9,310-65.7% | $11,248-71.7% |