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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 | $38,903 | $172,111-77.4% | $150,298-74.1% | $137,256-71.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 22.85% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,553 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $5,328 | $6,166-13.6% | $5,453-2.3% | $6,407-16.8% |
| Admin fee / account holder | $899 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |