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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 | $40,993 | $110,337-62.8% | $102,383-60.0% | $145,877-71.9% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 20.38% | 24.83%-4.5pp | 24.94%-4.6pp | 551.28%-530.9pp |
| Employer contribution / active EE | $1,150 | $4,216-72.7% | $3,870-70.3% | $4,663-75.3% |
| Participant deferral / active EE | $2,392 | $5,621-57.4% | $5,060-52.7% | $6,691-64.3% |
| Admin fee / account holder | $1,375 | $9,750-85.9% | $8,391-83.6% | $13,402-89.7% |