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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 | $37,817 | $106,267-64.4% | $96,520-60.8% | $139,456-72.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 11.59% | 38.45%-26.9pp | 35.72%-24.1pp | 373.45%-361.9pp |
| Employer contribution / active EE | $1,654 | $4,105-59.7% | $3,739-55.8% | $4,753-65.2% |
| Participant deferral / active EE | $5,609 | $5,454+2.8% | $4,879+15.0% | $6,711-16.4% |
| Admin fee / account holder | $1,076 | $7,882-86.4% | $6,733-84.0% | $11,407-90.6% |