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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 | $36,014 | $156,616-77.0% | $133,346-73.0% | $198,609-81.9% |
| Participation rate | 55.6% | 77.7%-22.2pp | 72.8%-17.3pp | 82.4%-26.8pp |
| Annual return | 20.51% | 44.25%-23.7pp | 36.85%-16.3pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,257 | $3,368-62.7% | $2,853-55.9% | $5,055-75.1% |
| Participant deferral / active EE | $7,869 | $4,920+60.0% | $4,332+81.6% | $6,977+12.8% |
| Admin fee / account holder | $441 | $17,468-97.5% | $14,264-96.9% | $19,030-97.7% |