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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 | $39,113 | $68,573-43.0% | $120,368-67.5% | $80,874-51.6% |
| Participation rate | 57.1% | 61.6%-4.4pp | 71.9%-14.8pp | 67.6%-10.5pp |
| Annual return | 13.89% | 23.61%-9.7pp | 107.26%-93.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,186 | $2,052-42.2% | $3,465-65.8% | $2,756-57.0% |
| Participant deferral / active EE | $3,017 | $3,174-4.9% | $4,991-39.6% | $4,297-29.8% |
| Admin fee / account holder | $345 | $5,734-94.0% | $9,429-96.3% | $6,935-95.0% |