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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 | $37,805 | $172,111-78.0% | $150,298-74.8% | $137,256-72.5% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,448 | $4,636-4.1% | $4,154+7.1% | $4,156+7.0% |
| Participant deferral / active EE | $8,393 | $6,166+36.1% | $5,453+53.9% | $6,407+31.0% |
| Admin fee / account holder | $2,483 | $16,471-84.9% | $14,116-82.4% | $12,270-79.8% |