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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 | $20,065 | $107,733-81.4% | $92,985-78.4% | $154,746-87.0% |
| Participation rate | 36.4% | 74.6%-38.2pp | 69.5%-33.1pp | 80.7%-44.3pp |
| Annual return | 13.21% | 30.39%-17.2pp | 27.99%-14.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $830 | $3,126-73.4% | $2,662-68.8% | $4,379-81.0% |
| Participant deferral / active EE | $1,362 | $5,053-73.0% | $4,377-68.9% | $6,730-79.8% |
| Admin fee / account holder | $2,174 | $11,369-80.9% | $9,463-77.0% | $14,365-84.9% |