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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 | $55,892 | $90,486-38.2% | $78,676-29.0% | $273,972-79.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 7.77% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $426 | $3,175-86.6% | $2,850-85.1% | $4,869-91.3% |
| Participant deferral / active EE | $2,208 | $3,901-43.4% | $3,517-37.2% | $5,287-58.2% |
| Admin fee / account holder | $375 | $5,263-92.9% | $4,510-91.7% | $10,133-96.3% |