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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 | $113,429 | $124,346-8.8% | $111,308+1.9% | $167,536-32.3% |
| Participation rate | 57.9% | 79.6%-21.7pp | 77.3%-19.4pp | 82.1%-24.2pp |
| Annual return | 19.34% | 37.45%-18.1pp | 54.67%-35.3pp | 478.82%-459.5pp |
| Employer contribution / active EE | $863 | $3,437-74.9% | $2,732-68.4% | $4,839-82.2% |
| Participant deferral / active EE | $2,758 | $5,182-46.8% | $4,487-38.5% | $6,342-56.5% |
| Admin fee / account holder | $3,186 | $10,621-70.0% | $7,965-60.0% | $12,315-74.1% |