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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 | $91,574 | $95,580-4.2% | $76,872+19.1% | $139,466-34.3% |
| Participation rate | 38.5% | 74.0%-35.5pp | 69.6%-31.1pp | 80.3%-41.9pp |
| Annual return | 18.13% | 55.00%-36.9pp | 37.90%-19.8pp | 373.66%-355.5pp |
| Employer contribution / active EE | $627 | $3,145-80.1% | $2,533-75.3% | $4,754-86.8% |
| Participant deferral / active EE | $3,594 | $4,623-22.3% | $3,832-6.2% | $6,712-46.5% |
| Admin fee / account holder | $833 | $8,302-90.0% | $5,476-84.8% | $11,409-92.7% |