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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 | $94,687 | $106,280-10.9% | $96,538-1.9% | $139,487-32.1% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.2pp |
| Annual return | 16.71% | 38.48%-21.8pp | 35.74%-19.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,464 | $4,107-64.3% | $3,740-60.9% | $4,755-69.2% |
| Participant deferral / active EE | $3,191 | $5,457-41.5% | $4,880-34.6% | $6,713-52.5% |
| Admin fee / account holder | $700 | $7,888-91.1% | $6,737-89.6% | $11,407-93.9% |