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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 | $141,093 | $110,410+27.8% | $102,437+37.7% | $145,897-3.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.21% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $912 | $4,217-78.4% | $3,871-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $1,765 | $5,622-68.6% | $5,060-65.1% | $6,689-73.6% |
| Admin fee / account holder | $2,268 | $9,745-76.7% | $8,388-73.0% | $13,390-83.1% |