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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 | $40,229 | $95,453-57.9% | $112,040-64.1% | $82,448-51.2% |
| Participation rate | 35.7% | 72.8%-37.0pp | 76.5%-40.8pp | 68.1%-32.4pp |
| Annual return | 23.92% | 23.92%0pp | 24.52%-0.6pp | 41.64%-17.7pp |
| Employer contribution / active EE | $1,201 | $2,318-48.2% | $2,954-59.3% | $2,551-52.9% |
| Participant deferral / active EE | $2,236 | $4,224-47.1% | $5,098-56.1% | $4,139-46.0% |
| Admin fee / account holder | $1,601 | $9,013-82.2% | $12,098-86.8% | $7,234-77.9% |