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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 | $90,958 | $165,381-45.0% | $149,730-39.3% | $158,966-42.8% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 13.30% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $928 | $5,104-81.8% | $4,645-80.0% | $4,762-80.5% |
| Participant deferral / active EE | $3,424 | $7,182-52.3% | $6,843-50.0% | $5,983-42.8% |
| Admin fee / account holder | $497 | $10,809-95.4% | $9,310-94.7% | $11,250-95.6% |