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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 | $82,576 | $110,303-25.1% | $95,759-13.8% | $139,487-40.8% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 26.73% | 27.19%-0.5pp | 28.42%-1.7pp | 373.84%-347.1pp |
| Employer contribution / active EE | $1,846 | $3,261-43.4% | $2,836-34.9% | $4,755-61.2% |
| Participant deferral / active EE | $2,581 | $4,674-44.8% | $4,244-39.2% | $6,713-61.6% |
| Admin fee / account holder | $1,477 | $6,615-77.7% | $5,678-74.0% | $11,407-87.0% |