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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 | $99,053-71.4% | $88,179-67.8% | $138,895-79.6% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.1%-32.8pp | 79.9%-43.6pp |
| Annual return | 21.50% | 78.17%-56.7pp | 64.97%-43.5pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,174 | $2,882-59.3% | $2,549-54.0% | $4,194-72.0% |
| Participant deferral / active EE | $4,777 | $5,225-8.6% | $4,614+3.5% | $6,396-25.3% |
| Admin fee / account holder | $355 | $8,748-95.9% | $7,673-95.4% | $12,562-97.2% |