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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 | $87,013 | $100,970-13.8% | $96,576-9.9% | $137,256-36.6% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 13.88% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,308 | $3,809-65.7% | $3,553-63.2% | $4,156-68.5% |
| Participant deferral / active EE | $3,185 | $8,286-61.6% | $7,956-60.0% | $6,407-50.3% |
| Admin fee / account holder | $421 | $11,312-96.3% | $11,381-96.3% | $12,270-96.6% |