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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 | $43,972 | $114,013-61.4% | $103,693-57.6% | $155,188-71.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 18.08% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,205 | $3,131-61.5% | $2,920-58.7% | $4,248-71.6% |
| Participant deferral / active EE | $1,376 | $4,970-72.3% | $4,579-70.0% | $6,531-78.9% |
| Admin fee / account holder | $941 | $8,407-88.8% | $7,858-88.0% | $14,480-93.5% |