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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 | $36,338 | $172,111-78.9% | $150,298-75.8% | $137,256-73.5% |
| Participation rate | 38.1% | 81.7%-43.6pp | 77.8%-39.7pp | 80.0%-41.9pp |
| Annual return | 20.59% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $914 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $2,296 | $6,166-62.8% | $5,453-57.9% | $6,407-64.2% |
| Admin fee / account holder | $3,233 | $16,471-80.4% | $14,116-77.1% | $12,270-73.7% |