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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 | $39,126 | $106,247-63.2% | $96,515-59.5% | $139,466-71.9% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 18.26% | 38.47%-20.2pp | 35.73%-17.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,063 | $4,106-49.8% | $3,740-44.8% | $4,754-56.6% |
| Participant deferral / active EE | $2,781 | $5,456-49.0% | $4,880-43.0% | $6,712-58.6% |
| Admin fee / account holder | $3,097 | $7,885-60.7% | $6,735-54.0% | $11,409-72.9% |