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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 | $40,563 | $106,864-62.0% | $147,318-72.5% | $82,637-50.9% |
| Participation rate | 32.4% | 75.5%-43.1pp | 82.1%-49.6pp | 68.1%-35.6pp |
| Annual return | 15.91% | 27.49%-11.6pp | 70.43%-54.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,207 | $3,417-64.7% | $4,593-73.7% | $2,552-52.7% |
| Participant deferral / active EE | $2,684 | $6,496-58.7% | $7,906-66.1% | $4,126-35.0% |
| Admin fee / account holder | $4,101 | $8,415-51.3% | $13,708-70.1% | $7,339-44.1% |