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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 | $32,443 | $140,578-76.9% | $100,671-67.8% | $125,389-74.1% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | 3.43% | 24.67%-21.2pp | 20.43%-17.0pp | 282.24%-278.8pp |
| Employer contribution / active EE | $877 | $5,965-85.3% | $4,012-78.2% | $4,866-82.0% |
| Participant deferral / active EE | $614 | $3,981-84.6% | $3,144-80.5% | $5,352-88.5% |
| Admin fee / account holder | $1,666 | $6,716-75.2% | $4,850-65.6% | $9,541-82.5% |