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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 | $106,267-63.2% | $96,520-59.5% | $139,456-71.9% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 18.26% | 38.45%-20.2pp | 35.72%-17.5pp | 373.45%-355.2pp |
| Employer contribution / active EE | $2,063 | $4,105-49.7% | $3,739-44.8% | $4,753-56.6% |
| Participant deferral / active EE | $2,781 | $5,454-49.0% | $4,879-43.0% | $6,711-58.6% |
| Admin fee / account holder | $3,097 | $7,882-60.7% | $6,733-54.0% | $11,407-72.8% |