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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 | $49,203 | $154,228-68.1% | $145,433-66.2% | $137,256-64.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $963 | $4,804-80.0% | $4,554-78.9% | $4,156-76.8% |
| Participant deferral / active EE | $3,734 | $8,216-54.6% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $6,686 | $14,344-53.4% | $13,129-49.1% | $12,270-45.5% |