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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 | $30,512 | $153,311-80.1% | $109,313-72.1% | $273,972-88.9% |
| Participation rate | 53.3% | 80.1%-26.8pp | 71.3%-17.9pp | 83.0%-29.7pp |
| Annual return | 5.01% | 29.86%-24.8pp | 22.07%-17.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $780 | $5,619-86.1% | $3,892-80.0% | $4,869-84.0% |
| Participant deferral / active EE | $545 | $3,932-86.1% | $3,166-82.8% | $5,287-89.7% |
| Admin fee / account holder | $563 | $8,076-93.0% | $5,666-90.1% | $10,133-94.4% |