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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 | $36,645 | $86,050-57.4% | $189,758-80.7% | $94,015-61.0% |
| Participation rate | 54.3% | 68.9%-14.6pp | 79.8%-25.5pp | 70.8%-16.5pp |
| Annual return | 17.77% | 17.77%0pp | 52.62%-34.8pp | 17.84%-0.1pp |
| Employer contribution / active EE | $445 | $2,819-84.2% | $4,767-90.7% | $2,790-84.0% |
| Participant deferral / active EE | $1,063 | $3,349-68.2% | $5,856-81.8% | $4,249-75.0% |
| Admin fee / account holder | $3,415 | $6,627-48.5% | $20,388-83.3% | $8,951-61.9% |