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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 | $69,118+7.3% | $53,647+38.3% | $138,895-46.6% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 14.13% | 248.26%-234.1pp | 358.33%-344.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $804 | $1,189-32.4% | $962-16.4% | $4,194-80.8% |
| Participant deferral / active EE | $3,224 | $2,274+41.8% | $1,813+77.8% | $6,396-49.6% |
| Admin fee / account holder | $3,917 | $2,724+43.8% | $2,460+59.2% | $12,562-68.8% |