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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 | $23,557 | $162,967-85.5% | $135,792-82.7% | $138,895-83.0% |
| Participation rate | 46.7% | 78.3%-31.7pp | 72.6%-25.9pp | 79.9%-33.3pp |
| Annual return | 16.26% | 30.08%-13.8pp | 25.96%-9.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $935 | $4,211-77.8% | $3,496-73.3% | $4,194-77.7% |
| Participant deferral / active EE | $1,812 | $5,640-67.9% | $4,759-61.9% | $6,396-71.7% |
| Admin fee / account holder | $2,221 | $15,306-85.5% | $12,266-81.9% | $12,562-82.3% |