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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 | $108,882-74.0% | $96,754-70.7% | $154,746-81.7% |
| Participation rate | 36.4% | 75.1%-38.7pp | 70.3%-33.9pp | 80.7%-44.3pp |
| Annual return | 21.50% | 98.39%-76.9pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,174 | $3,018-61.1% | $2,679-56.2% | $4,379-73.2% |
| Participant deferral / active EE | $4,777 | $5,323-10.3% | $4,758+0.4% | $6,730-29.0% |
| Admin fee / account holder | $355 | $10,200-96.5% | $8,905-96.0% | $14,365-97.5% |