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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 | $94,613 | $115,911-18.4% | $100,530-5.9% | $158,950-40.5% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 12.42% | 34.80%-22.4pp | 30.89%-18.5pp | 302.91%-290.5pp |
| Employer contribution / active EE | $1,067 | $4,104-74.0% | $3,418-68.8% | $4,762-77.6% |
| Participant deferral / active EE | $3,844 | $6,676-42.4% | $6,271-38.7% | $5,983-35.8% |
| Admin fee / account holder | $8,068 | $10,999-26.7% | $8,083-0.2% | $11,248-28.3% |