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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 | $28,358 | $147,556-80.8% | $129,031-78.0% | $198,609-85.7% |
| Participation rate | 36.4% | 77.2%-40.9pp | 73.4%-37.0pp | 82.4%-46.0pp |
| Annual return | 21.50% | 37.41%-15.9pp | 34.67%-13.2pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,174 | $3,645-67.8% | $3,226-63.6% | $5,055-76.8% |
| Participant deferral / active EE | $4,777 | $5,760-17.1% | $5,217-8.4% | $6,977-31.5% |
| Admin fee / account holder | $355 | $15,467-97.7% | $13,208-97.3% | $19,030-98.1% |