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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 | $36,979 | $124,314-70.3% | $109,163-66.1% | $167,518-77.9% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.9%-11.2pp | 82.1%-17.4pp |
| Annual return | 18.61% | 26.04%-7.4pp | 25.75%-7.1pp | 478.71%-460.1pp |
| Employer contribution / active EE | $1,563 | $4,209-62.9% | $3,723-58.0% | $4,838-67.7% |
| Participant deferral / active EE | $5,036 | $5,256-4.2% | $4,654+8.2% | $6,342-20.6% |
| Admin fee / account holder | $305 | $7,973-96.2% | $6,754-95.5% | $12,312-97.5% |