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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 | $24,781 | $73,978-66.5% | $96,515-74.3% | $75,173-67.0% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-35.0pp | 67.2%-27.8pp |
| Annual return | 19.63% | 26.72%-7.1pp | 35.73%-16.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,356 | $2,931-53.7% | $3,740-63.7% | $2,671-49.2% |
| Participant deferral / active EE | $2,570 | $3,660-29.8% | $4,880-47.3% | $4,126-37.7% |
| Admin fee / account holder | $3,880 | $5,219-25.7% | $6,735-42.4% | $5,651-31.3% |