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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 | $93,508 | $112,729-17.1% | $98,716-5.3% | $137,256-31.9% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.3%-31.2pp | 80.0%-41.9pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,427 | $2,725-47.6% | $2,279-37.4% | $4,156-65.7% |
| Participant deferral / active EE | $4,460 | $4,640-3.9% | $4,048+10.2% | $6,407-30.4% |
| Admin fee / account holder | $789 | $10,129-92.2% | $8,703-90.9% | $12,270-93.6% |