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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 | $82,032 | $112,729-27.2% | $98,716-16.9% | $137,256-40.2% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 13.84% | 38.48%-24.6pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,138 | $2,725+15.2% | $2,279+37.7% | $4,156-24.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,151 | $10,129+29.8% | $8,703+51.1% | $12,270+7.2% |