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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 | $67,243 | $78,672-14.5% | $109,163-38.4% | $85,856-21.7% |
| Participation rate | 26.0% | 68.3%-42.3pp | 75.9%-49.9pp | 69.3%-43.3pp |
| Annual return | 22.29% | 25.09%-2.8pp | 25.75%-3.5pp | 318.58%-296.3pp |
| Employer contribution / active EE | $901 | $2,734-67.1% | $3,723-75.8% | $2,565-64.9% |
| Participant deferral / active EE | $1,800 | $3,467-48.1% | $4,654-61.3% | $3,952-54.5% |
| Admin fee / account holder | $4,528 | $5,470-17.2% | $6,754-33.0% | $6,261-27.7% |