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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 | $33,901 | $107,666-68.5% | $102,184-66.8% | $154,746-78.1% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 12.67% | 29.33%-16.7pp | 31.58%-18.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,122 | $3,846-70.8% | $3,594-68.8% | $4,379-74.4% |
| Participant deferral / active EE | $5,707 | $8,719-34.5% | $8,309-31.3% | $6,730-15.2% |
| Admin fee / account holder | $418 | $12,943-96.8% | $11,609-96.4% | $14,365-97.1% |