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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 | $62,175 | $141,004-55.9% | $112,273-44.6% | $139,456-55.4% |
| Participation rate | 37.5% | 79.2%-41.7pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 20.78% | 32.75%-12.0pp | 30.23%-9.5pp | 373.45%-352.7pp |
| Employer contribution / active EE | $1,591 | $4,285-62.9% | $3,431-53.6% | $4,753-66.5% |
| Participant deferral / active EE | $6,068 | $5,878+3.2% | $4,800+26.4% | $6,711-9.6% |
| Admin fee / account holder | $395 | $9,959-96.0% | $7,752-94.9% | $11,407-96.5% |