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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 | $91,749 | $123,155-25.5% | $108,753-15.6% | $155,188-40.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 17.15% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $803 | $2,811-71.4% | $2,427-66.9% | $4,248-81.1% |
| Participant deferral / active EE | $3,133 | $4,623-32.2% | $4,115-23.9% | $6,531-52.0% |
| Admin fee / account holder | $946 | $12,126-92.2% | $10,320-90.8% | $14,480-93.5% |