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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 | $101,783 | $123,155-17.4% | $108,753-6.4% | $155,188-34.4% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 12.69% | 44.73%-32.0pp | 37.47%-24.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,001 | $2,811-64.4% | $2,427-58.7% | $4,248-76.4% |
| Participant deferral / active EE | $1,252 | $4,623-72.9% | $4,115-69.6% | $6,531-80.8% |
| Admin fee / account holder | $4,222 | $12,126-65.2% | $10,320-59.1% | $14,480-70.8% |