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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 | $103,667 | $64,920+59.7% | $103,6930% | $86,983+19.2% |
| Participation rate | 37.0% | 63.6%-26.6pp | 72.6%-35.6pp | 69.5%-32.5pp |
| Annual return | 14.19% | 30.29%-16.1pp | 47.61%-33.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $824 | $2,141-61.5% | $2,920-71.8% | $2,584-68.1% |
| Participant deferral / active EE | $2,487 | $3,241-23.3% | $4,579-45.7% | $4,194-40.7% |
| Admin fee / account holder | $442 | $6,191-92.9% | $7,858-94.4% | $7,856-94.4% |