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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 | $23,293 | $90,504-74.3% | $78,690-70.4% | $273,965-91.5% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 4.79% | 75.61%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $692 | $3,176-78.2% | $2,851-75.7% | $4,869-85.8% |
| Participant deferral / active EE | $1,646 | $3,901-57.8% | $3,517-53.2% | $5,287-68.9% |
| Admin fee / account holder | $4,298 | $5,263-18.3% | $4,511-4.7% | $10,132-57.6% |