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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 | $36,359 | $172,111-78.9% | $150,298-75.8% | $137,256-73.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.52% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,065 | $4,636-77.0% | $4,154-74.4% | $4,156-74.4% |
| Participant deferral / active EE | $3,347 | $6,166-45.7% | $5,453-38.6% | $6,407-47.8% |
| Admin fee / account holder | $1,829 | $16,471-88.9% | $14,116-87.0% | $12,270-85.1% |