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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 | $37,485 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 16.66% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,902 | $4,890-61.1% | $4,624-58.9% | $4,379-56.6% |
| Participant deferral / active EE | $3,643 | $8,341-56.3% | $8,004-54.5% | $6,730-45.9% |
| Admin fee / account holder | $3,398 | $15,759-78.4% | $14,398-76.4% | $14,365-76.3% |