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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 | $37,496 | $112,729-66.7% | $98,716-62.0% | $137,256-72.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 21.06% | 38.48%-17.4pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $897 | $2,725-67.1% | $2,279-60.6% | $4,156-78.4% |
| Participant deferral / active EE | $5,187 | $4,640+11.8% | $4,048+28.1% | $6,407-19.0% |
| Admin fee / account holder | $635 | $10,129-93.7% | $8,703-92.7% | $12,270-94.8% |