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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 | $174,018-70.1% | $136,833-62.0% | $198,609-73.8% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.0%-39.0pp | 82.4%-62.4pp |
| Annual return | 13.00% | 35.16%-22.2pp | 35.32%-22.3pp | 202.70%-189.7pp |
| Employer contribution / active EE | $248 | $1,571-84.2% | $1,319-81.2% | $5,055-95.1% |
| Participant deferral / active EE | $529 | $2,873-81.6% | $2,441-78.3% | $6,977-92.4% |
| Admin fee / account holder | $702 | $5,434-87.1% | $4,706-85.1% | $19,030-96.3% |