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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 | $45,227 | $106,864-57.7% | $147,318-69.3% | $82,637-45.3% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.1%-44.2pp | 68.1%-30.2pp |
| Annual return | 20.43% | 27.49%-7.1pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,347 | $3,417-60.6% | $4,593-70.7% | $2,552-47.2% |
| Participant deferral / active EE | $2,888 | $6,496-55.5% | $7,906-63.5% | $4,126-30.0% |
| Admin fee / account holder | $1,320 | $8,415-84.3% | $13,708-90.4% | $7,339-82.0% |