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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 | $72,624 | $172,111-57.8% | $150,298-51.7% | $137,256-47.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 24.54% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,013 | $4,636-78.1% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $5,494 | $6,166-10.9% | $5,453+0.8% | $6,407-14.2% |
| Admin fee / account holder | $592 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |