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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 | $110,410-70.3% | $102,437-68.0% | $145,897-77.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.24% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,637 | $4,217-61.2% | $3,871-57.7% | $4,663-64.9% |
| Participant deferral / active EE | $3,299 | $5,622-41.3% | $5,060-34.8% | $6,689-50.7% |
| Admin fee / account holder | $4,604 | $9,745-52.8% | $8,388-45.1% | $13,390-65.6% |