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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 | $70,162 | $181,062-61.2% | $158,223-55.7% | $155,188-54.8% |
| Participation rate | 38.1% | 82.7%-44.6pp | 79.2%-41.1pp | 80.8%-42.7pp |
| Annual return | 13.58% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,093 | $4,565-76.1% | $4,109-73.4% | $4,248-74.3% |
| Participant deferral / active EE | $2,624 | $6,134-57.2% | $5,467-52.0% | $6,531-59.8% |
| Admin fee / account holder | $6,057 | $18,825-67.8% | $16,047-62.3% | $14,480-58.2% |