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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 | $51,956 | $94,439-45.0% | $73,658-29.5% | $154,746-66.4% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 13.00% | 28.25%-15.2pp | 29.72%-16.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $248 | $1,257-80.3% | $1,032-76.0% | $4,379-94.3% |
| Participant deferral / active EE | $529 | $2,527-79.1% | $2,062-74.4% | $6,730-92.1% |
| Admin fee / account holder | $702 | $3,843-81.7% | $3,357-79.1% | $14,365-95.1% |