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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 | $30,792 | $124,980-75.4% | $108,359-71.6% | $154,746-80.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 33.23% | 45.00%-11.8pp | 36.89%-3.7pp | 172.34%-139.1pp |
| Employer contribution / active EE | $1,760 | $2,851-38.3% | $2,399-26.6% | $4,379-59.8% |
| Participant deferral / active EE | $4,084 | $4,743-13.9% | $4,137-1.3% | $6,730-39.3% |
| Admin fee / account holder | $1,455 | $11,502-87.3% | $9,741-85.1% | $14,365-89.9% |