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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 | $38,971 | $90,486-56.9% | $78,676-50.5% | $273,972-85.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 8.13% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $819 | $3,175-74.2% | $2,850-71.3% | $4,869-83.2% |
| Participant deferral / active EE | $3,824 | $3,901-2.0% | $3,517+8.7% | $5,287-27.7% |
| Admin fee / account holder | $494 | $5,263-90.6% | $4,510-89.1% | $10,133-95.1% |