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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 | $35,243 | $215,361-83.6% | $171,082-79.4% | $273,972-87.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 2.31% | 25.14%-22.8pp | 32.56%-30.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,255 | $4,967-74.7% | $4,002-68.7% | $4,869-74.2% |
| Participant deferral / active EE | $3,673 | $5,543-33.7% | $4,797-23.4% | $5,287-30.5% |
| Admin fee / account holder | $1,570 | $10,846-85.5% | $8,520-81.6% | $10,133-84.5% |