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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 | $32,140 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 16.27% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $895 | $4,636-80.7% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $2,030 | $6,166-67.1% | $5,453-62.8% | $6,407-68.3% |
| Admin fee / account holder | $4,254 | $16,471-74.2% | $14,116-69.9% | $12,270-65.3% |