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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 | $110,024 | $201,344-45.4% | $184,243-40.3% | $145,877-24.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.49% | 29.01%-13.5pp | 28.82%-13.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,080 | $7,022-56.1% | $6,427-52.1% | $4,663-33.9% |
| Participant deferral / active EE | $7,667 | $9,807-21.8% | $9,132-16.0% | $6,691+14.6% |
| Admin fee / account holder | $759 | $16,382-95.4% | $13,914-94.5% | $13,402-94.3% |