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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 | $36,172 | $211,239-82.9% | $178,528-79.7% | $145,877-75.2% |
| Participation rate | 43.8% | 80.8%-37.0pp | 77.1%-33.4pp | 80.3%-36.6pp |
| Annual return | 17.81% | 30.22%-12.4pp | 27.11%-9.3pp | 551.28%-533.5pp |
| Employer contribution / active EE | $1,181 | $4,570-74.2% | $3,950-70.1% | $4,663-74.7% |
| Participant deferral / active EE | $2,523 | $6,963-63.8% | $6,278-59.8% | $6,691-62.3% |
| Admin fee / account holder | $768 | $12,095-93.6% | $10,419-92.6% | $13,402-94.3% |