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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 | $80,275 | $77,449+3.6% | $69,483+15.5% | $152,909-47.5% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.5%-46.1pp |
| Annual return | 15.18% | 39.09%-23.9pp | 28.99%-13.8pp | 345.46%-330.3pp |
| Employer contribution / active EE | $2,275 | $3,316-31.4% | $2,780-18.1% | $4,764-52.2% |
| Participant deferral / active EE | $3,658 | $4,415-17.1% | $3,537+3.4% | $5,851-37.5% |
| Admin fee / account holder | $3,778 | $6,210-39.2% | $3,841-1.6% | $11,601-67.4% |