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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 | $56,336 | $110,379-49.0% | $102,412-45.0% | $145,884-61.4% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 13.92% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $993 | $4,216-76.5% | $3,870-74.4% | $4,662-78.7% |
| Participant deferral / active EE | $2,769 | $5,622-50.7% | $5,060-45.3% | $6,690-58.6% |
| Admin fee / account holder | $1,853 | $9,745-81.0% | $8,388-77.9% | $13,392-86.2% |