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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 | $64,997 | $69,383-6.3% | $101,271-35.8% | $73,493-11.6% |
| Participation rate | 43.3% | 68.4%-25.0pp | 75.8%-32.5pp | 70.7%-27.3pp |
| Annual return | 13.73% | 18.46%-4.7pp | 46.48%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,153 | $2,628-56.1% | $3,660-68.5% | $2,270-49.2% |
| Participant deferral / active EE | $2,116 | $3,301-35.9% | $4,371-51.6% | $3,740-43.4% |
| Admin fee / account holder | $335 | $704-52.4% | $5,948-94.4% | $513-34.8% |