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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 | $114,163 | $93,589+22.0% | $135,942-16.0% | $75,181+51.9% |
| Participation rate | 22.9% | 75.2%-52.3pp | 81.9%-59.1pp | 67.2%-44.3pp |
| Annual return | 24.05% | 30.90%-6.9pp | 68.28%-44.2pp | 160.69%-136.6pp |
| Employer contribution / active EE | $1,030 | $3,537-70.9% | $4,858-78.8% | $2,671-61.4% |
| Participant deferral / active EE | $3,493 | $6,405-45.5% | $7,759-55.0% | $4,126-15.3% |
| Admin fee / account holder | $3,717 | $6,977-46.7% | $10,764-65.5% | $5,650-34.2% |