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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 | $47,392 | $129,737-63.5% | $119,126-60.2% | $154,746-69.4% |
| Participation rate | 30.0% | 78.9%-48.9pp | 75.8%-45.8pp | 80.7%-50.7pp |
| Annual return | 14.02% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,315 | $4,375-70.0% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $3,785 | $5,842-35.2% | $5,318-28.8% | $6,730-43.8% |
| Admin fee / account holder | $2,584 | $11,961-78.4% | $10,693-75.8% | $14,365-82.0% |