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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 | $108,075 | $112,729-4.1% | $98,716+9.5% | $137,256-21.3% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 10.48% | 38.48%-28.0pp | 31.81%-21.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $893 | $2,725-67.2% | $2,279-60.8% | $4,156-78.5% |
| Participant deferral / active EE | $2,092 | $4,640-54.9% | $4,048-48.3% | $6,407-67.4% |
| Admin fee / account holder | $4,385 | $10,129-56.7% | $8,703-49.6% | $12,270-64.3% |