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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 | $43,127 | $77,920-44.7% | $149,723-71.2% | $75,177-42.6% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.2pp | 67.2%-1.6pp |
| Annual return | 20.37% | 31.72%-11.4pp | 134.50%-114.1pp | 160.75%-140.4pp |
| Employer contribution / active EE | $966 | $3,138-69.2% | $4,821-80.0% | $2,671-63.9% |
| Participant deferral / active EE | $2,241 | $3,411-34.3% | $5,682-60.6% | $4,126-45.7% |
| Admin fee / account holder | $2,453 | $5,951-58.8% | $13,215-81.4% | $5,651-56.6% |