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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 | $106,775 | $86,050+24.1% | $189,758-43.7% | $94,015+13.6% |
| Participation rate | 30.8% | 68.9%-38.1pp | 79.8%-49.0pp | 70.8%-40.1pp |
| Annual return | 17.85% | 17.77%+0.1pp | 52.62%-34.8pp | 17.84%0pp |
| Employer contribution / active EE | $908 | $2,819-67.8% | $4,767-81.0% | $2,790-67.5% |
| Participant deferral / active EE | $2,384 | $3,349-28.8% | $5,856-59.3% | $4,249-43.9% |
| Admin fee / account holder | $2,779 | $6,627-58.1% | $20,388-86.4% | $8,951-69.0% |