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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 | $66,438 | $107,733-38.3% | $92,985-28.6% | $154,746-57.1% |
| Participation rate | 47.1% | 74.6%-27.5pp | 69.5%-22.4pp | 80.7%-33.6pp |
| Annual return | 18.46% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,283 | $3,126-59.0% | $2,662-51.8% | $4,379-70.7% |
| Participant deferral / active EE | $2,728 | $5,053-46.0% | $4,377-37.7% | $6,730-59.5% |
| Admin fee / account holder | $3,182 | $11,369-72.0% | $9,463-66.4% | $14,365-77.8% |