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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 | $40,604 | $73,978-45.1% | $96,515-57.9% | $75,173-46.0% |
| Participation rate | 56.7% | 66.4%-9.7pp | 74.3%-17.6pp | 67.2%-10.5pp |
| Annual return | 21.49% | 26.72%-5.2pp | 35.73%-14.2pp | 160.72%-139.2pp |
| Employer contribution / active EE | $816 | $2,931-72.2% | $3,740-78.2% | $2,671-69.4% |
| Participant deferral / active EE | $3,160 | $3,660-13.7% | $4,880-35.2% | $4,126-23.4% |
| Admin fee / account holder | $6,792 | $5,219+30.1% | $6,735+0.8% | $5,651+20.2% |