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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 | $31,611 | $81,358-61.1% | $155,556-79.7% | $80,959-61.0% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 16.44% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,191 | $3,106-61.7% | $4,675-74.5% | $2,757-56.8% |
| Participant deferral / active EE | $3,781 | $3,455+9.4% | $5,631-32.9% | $4,300-12.1% |
| Admin fee / account holder | $451 | $7,994-94.4% | $15,885-97.2% | $6,925-93.5% |