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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 | $37,083 | $114,013-67.5% | $103,693-64.2% | $155,188-76.1% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 80.8%-22.9pp |
| Annual return | 18.47% | 49.31%-30.8pp | 47.61%-29.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,692 | $3,131-46.0% | $2,920-42.1% | $4,248-60.2% |
| Participant deferral / active EE | $3,269 | $4,970-34.2% | $4,579-28.6% | $6,531-50.0% |
| Admin fee / account holder | $491 | $8,407-94.2% | $7,858-93.8% | $14,480-96.6% |