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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 | $125,175 | $76,371+63.9% | $93,621+33.7% | $72,976+71.5% |
| Participation rate | 44.7% | 71.8%-27.1pp | 75.8%-31.2pp | 69.5%-24.8pp |
| Annual return | 18.96% | 25.82%-6.9pp | 32.76%-13.8pp | 81.02%-62.1pp |
| Employer contribution / active EE | $960 | $2,276-57.8% | $2,719-64.7% | $2,440-60.7% |
| Participant deferral / active EE | $3,431 | $3,538-3.0% | $4,070-15.7% | $3,608-4.9% |
| Admin fee / account holder | $2,314 | $6,839-66.2% | $7,890-70.7% | $5,124-54.8% |