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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 | $58,325 | $174,379-66.6% | $152,093-61.7% | $138,895-58.0% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 21.62% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $895 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $2,143 | $6,159-65.2% | $5,451-60.7% | $6,396-66.5% |
| Admin fee / account holder | $588 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |