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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 | $111,814+26.2% | $103,374+36.5% | $145,959-3.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $912 | $4,214-78.4% | $3,869-76.4% | $4,661-80.4% |
| Participant deferral / active EE | $1,765 | $5,618-68.6% | $5,058-65.1% | $6,689-73.6% |
| Admin fee / account holder | $2,268 | $9,754-76.8% | $8,394-73.0% | $13,398-83.1% |