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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 | $103,895 | $107,030-2.9% | $73,550+41.3% | $147,586-29.6% |
| Participation rate | 26.3% | 66.4%-40.1pp | 54.9%-28.6pp | 82.8%-56.5pp |
| Annual return | 14.76% | 38.25%-23.5pp | -15.16%+29.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $686 | $1,760-61.0% | $1,219-43.7% | $4,876-85.9% |
| Participant deferral / active EE | $3,604 | $2,458+46.6% | $1,804+99.7% | $5,439-33.7% |
| Admin fee / account holder | $1,214 | $3,055-60.3% | $2,320-47.7% | $10,886-88.8% |