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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 | $124,861 | $108,212+15.4% | $77,513+61.1% | $158,966-21.5% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 16.93% | 31.67%-14.7pp | 54.81%-37.9pp | 302.95%-286.0pp |
| Employer contribution / active EE | $373 | $1,325-71.8% | $987-62.2% | $4,762-92.2% |
| Participant deferral / active EE | $641 | $2,455-73.9% | $1,861-65.6% | $5,983-89.3% |
| Admin fee / account holder | $1,276 | $3,709-65.6% | $2,859-55.4% | $11,250-88.7% |