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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 | $58,645 | $103,164-43.2% | $90,259-35.0% | $154,746-62.1% |
| Participation rate | 40.0% | 76.1%-36.1pp | 70.7%-30.7pp | 80.7%-40.7pp |
| Annual return | 13.53% | 19.25%-5.7pp | 18.88%-5.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,042 | $2,532-58.8% | $2,291-54.5% | $4,379-76.2% |
| Participant deferral / active EE | $6,619 | $4,422+49.7% | $3,827+73.0% | $6,730-1.7% |
| Admin fee / account holder | $464 | $8,593-94.6% | $7,267-93.6% | $14,365-96.8% |