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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 | $101,805 | $124,980-18.5% | $108,359-6.0% | $154,746-34.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 8.99% | 45.00%-36.0pp | 36.89%-27.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,874 | $2,851-34.3% | $2,399-21.9% | $4,379-57.2% |
| Participant deferral / active EE | $2,333 | $4,743-50.8% | $4,137-43.6% | $6,730-65.3% |
| Admin fee / account holder | $4,988 | $11,502-56.6% | $9,741-48.8% | $14,365-65.3% |