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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 | $133,776 | $211,224-36.7% | $178,505-25.1% | $145,897-8.3% |
| Participation rate | 43.5% | 80.8%-37.3pp | 77.1%-33.6pp | 80.3%-36.8pp |
| Annual return | 20.18% | 30.28%-10.1pp | 27.16%-7.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $834 | $4,577-81.8% | $3,955-78.9% | $4,663-82.1% |
| Participant deferral / active EE | $2,648 | $6,966-62.0% | $6,280-57.8% | $6,689-60.4% |
| Admin fee / account holder | $10,481 | $12,109-13.4% | $10,428+0.5% | $13,390-21.7% |