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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 | $107,809-73.7% | $97,032-70.8% | $155,188-81.7% |
| Participation rate | 36.4% | 75.5%-39.1pp | 71.6%-35.2pp | 80.8%-44.4pp |
| Annual return | 21.50% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,174 | $2,911-59.7% | $2,629-55.3% | $4,248-72.4% |
| Participant deferral / active EE | $4,777 | $5,129-6.9% | $4,672+2.2% | $6,531-26.9% |
| Admin fee / account holder | $355 | $10,717-96.7% | $9,418-96.2% | $14,480-97.5% |