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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 | $28,475 | $93,589-69.6% | $135,942-79.1% | $75,181-62.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 81.9%-56.9pp | 67.2%-42.2pp |
| Annual return | 29.87% | 30.90%-1.0pp | 68.28%-38.4pp | 160.69%-130.8pp |
| Employer contribution / active EE | $1,175 | $3,537-66.8% | $4,858-75.8% | $2,671-56.0% |
| Participant deferral / active EE | $3,749 | $6,405-41.5% | $7,759-51.7% | $4,126-9.1% |
| Admin fee / account holder | $4,785 | $6,977-31.4% | $10,764-55.5% | $5,650-15.3% |