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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 | $32,772 | $111,814-70.7% | $103,374-68.3% | $145,959-77.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.24% | 24.77%-12.5pp | 24.89%-12.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,637 | $4,214-61.1% | $3,869-57.7% | $4,661-64.9% |
| Participant deferral / active EE | $3,299 | $5,618-41.3% | $5,058-34.8% | $6,689-50.7% |
| Admin fee / account holder | $4,604 | $9,754-52.8% | $8,394-45.2% | $13,398-65.6% |