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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 | $41,520 | $162,136-74.4% | $152,301-72.7% | $154,746-73.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.05% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,303 | $4,890-73.4% | $4,624-71.8% | $4,379-70.2% |
| Participant deferral / active EE | $5,383 | $8,341-35.5% | $8,004-32.7% | $6,730-20.0% |
| Admin fee / account holder | $1,422 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |