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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 | $35,437 | $115,225-69.2% | $100,712-64.8% | $138,895-74.5% |
| Participation rate | 45.5% | 74.3%-28.9pp | 69.3%-23.8pp | 79.9%-34.5pp |
| Annual return | 16.71% | 40.35%-23.6pp | 33.27%-16.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,472 | $2,771-46.9% | $2,313-36.4% | $4,194-64.9% |
| Participant deferral / active EE | $2,893 | $4,699-38.4% | $4,085-29.2% | $6,396-54.8% |
| Admin fee / account holder | $6,567 | $10,844-39.4% | $9,256-29.1% | $12,562-47.7% |