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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 | $36,362 | $172,111-78.9% | $150,298-75.8% | $137,256-73.5% |
| Participation rate | 36.8% | 81.7%-44.9pp | 77.8%-40.9pp | 80.0%-43.1pp |
| Annual return | 18.67% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $983 | $4,636-78.8% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $2,102 | $6,166-65.9% | $5,453-61.5% | $6,407-67.2% |
| Admin fee / account holder | $962 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |