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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 | $56,307 | $112,729-50.1% | $98,716-43.0% | $137,256-59.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 16.85% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $998 | $2,725-63.4% | $2,279-56.2% | $4,156-76.0% |
| Participant deferral / active EE | $2,649 | $4,640-42.9% | $4,048-34.5% | $6,407-58.6% |
| Admin fee / account holder | $2,528 | $10,129-75.0% | $8,703-71.0% | $12,270-79.4% |