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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 | $32,534 | $80,985-59.8% | $96,576-66.3% | $75,181-56.7% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 25.91% | 27.05%-1.1pp | 25.87%0pp | 160.69%-134.8pp |
| Employer contribution / active EE | $3,333 | $2,282+46.0% | $2,965+12.4% | $2,671+24.8% |
| Participant deferral / active EE | $8,400 | $3,929+113.8% | $4,851+73.2% | $4,126+103.6% |
| Admin fee / account holder | $10,700 | $6,719+59.3% | $8,253+29.7% | $5,650+89.4% |