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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 | $108,815 | $112,729-3.5% | $98,716+10.2% | $137,256-20.7% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 15.01% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $754 | $2,725-72.3% | $2,279-66.9% | $4,156-81.9% |
| Participant deferral / active EE | $1,311 | $4,640-71.8% | $4,048-67.6% | $6,407-79.5% |
| Admin fee / account holder | $2,090 | $10,129-79.4% | $8,703-76.0% | $12,270-83.0% |