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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 | $42,016 | $127,387-67.0% | $115,038-63.5% | $125,389-66.5% |
| Participation rate | 47.8% | 84.2%-36.3pp | 81.4%-33.5pp | 83.2%-35.4pp |
| Annual return | 0.89% | 31.28%-30.4pp | 26.14%-25.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,545 | $5,166-70.1% | $4,608-66.5% | $4,866-68.2% |
| Participant deferral / active EE | $3,694 | $6,423-42.5% | $6,026-38.7% | $5,352-31.0% |
| Admin fee / account holder | $942 | $9,516-90.1% | $8,175-88.5% | $9,541-90.1% |