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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 | $74,185 | $94,439-21.4% | $73,658+0.7% | $154,746-52.1% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 14.13% | 28.25%-14.1pp | 29.72%-15.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $804 | $1,257-36.1% | $1,032-22.1% | $4,379-81.6% |
| Participant deferral / active EE | $3,224 | $2,527+27.6% | $2,062+56.4% | $6,730-52.1% |
| Admin fee / account holder | $3,917 | $3,843+1.9% | $3,357+16.7% | $14,365-72.7% |