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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 | $25,180 | $215,361-88.3% | $171,082-85.3% | $273,972-90.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 7.70% | 25.14%-17.4pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $572 | $4,967-88.5% | $4,002-85.7% | $4,869-88.3% |
| Participant deferral / active EE | $1,610 | $5,543-71.0% | $4,797-66.4% | $5,287-69.6% |
| Admin fee / account holder | $466 | $10,846-95.7% | $8,520-94.5% | $10,133-95.4% |