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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 | $82,148 | $165,939-50.5% | $122,354-32.9% | $147,586-44.3% |
| Participation rate | 61.9% | 79.6%-17.7pp | 71.6%-9.7pp | 82.8%-20.9pp |
| Annual return | 14.11% | 34.56%-20.4pp | 30.28%-16.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $669 | $5,754-88.4% | $4,051-83.5% | $4,876-86.3% |
| Participant deferral / active EE | $3,559 | $4,005-11.1% | $3,287+8.3% | $5,439-34.6% |
| Admin fee / account holder | $720 | $7,425-90.3% | $5,479-86.9% | $10,886-93.4% |