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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 | $26,215 | $114,013-77.0% | $103,693-74.7% | $155,188-83.1% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 15.79% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,107 | $3,131-64.6% | $2,920-62.1% | $4,248-73.9% |
| Participant deferral / active EE | $3,220 | $4,970-35.2% | $4,579-29.7% | $6,531-50.7% |
| Admin fee / account holder | $3,449 | $8,407-59.0% | $7,858-56.1% | $14,480-76.2% |