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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 | $38,747 | $111,814-65.3% | $103,374-62.5% | $145,959-73.5% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 13.67% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,812 | $4,214-33.3% | $3,869-27.3% | $4,661-39.7% |
| Participant deferral / active EE | $4,452 | $5,618-20.8% | $5,058-12.0% | $6,689-33.4% |
| Admin fee / account holder | $681 | $9,754-93.0% | $8,394-91.9% | $13,398-94.9% |