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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 | $93,715 | $182,442-48.6% | $163,379-42.6% | $138,895-32.5% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 13.59% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $769 | $4,159-81.5% | $3,752-79.5% | $4,194-81.7% |
| Participant deferral / active EE | $2,591 | $6,817-62.0% | $6,282-58.8% | $6,396-59.5% |
| Admin fee / account holder | $1,103 | $10,396-89.4% | $9,818-88.8% | $12,562-91.2% |