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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 | $124,980-54.9% | $108,359-48.0% | $154,746-63.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 16.85% | 45.00%-28.1pp | 36.89%-20.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $998 | $2,851-65.0% | $2,399-58.4% | $4,379-77.2% |
| Participant deferral / active EE | $2,649 | $4,743-44.1% | $4,137-36.0% | $6,730-60.6% |
| Admin fee / account holder | $2,528 | $11,502-78.0% | $9,741-74.0% | $14,365-82.4% |