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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 | $42,188 | $105,284-59.9% | $150,734-72.0% | $94,015-55.1% |
| Participation rate | 45.6% | 71.7%-26.1pp | 78.4%-32.8pp | 70.8%-25.2pp |
| Annual return | 15.65% | 15.67%0pp | 600.81%-585.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,312 | $3,599-63.6% | $4,918-73.3% | $2,790-53.0% |
| Participant deferral / active EE | $2,275 | $4,274-46.8% | $5,610-59.4% | $4,249-46.5% |
| Admin fee / account holder | $1,244 | $9,839-87.4% | $14,905-91.7% | $8,951-86.1% |