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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 | $36,261 | $55,470-34.6% | $155,556-76.7% | $74,478-51.3% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 16.10% | 269.80%-253.7pp | 64.84%-48.7pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $579 | $2,267-74.5% | $4,675-87.6% | $2,626-77.9% |
| Participant deferral / active EE | $1,937 | $2,838-31.7% | $5,631-65.6% | $4,350-55.5% |
| Admin fee / account holder | $1,232 | $1,744-29.4% | $15,885-92.2% | $1,946-36.7% |