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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 | $78,865 | $162,967-51.6% | $135,792-41.9% | $138,895-43.2% |
| Participation rate | 41.7% | 78.3%-36.7pp | 72.6%-30.9pp | 79.9%-38.3pp |
| Annual return | 20.21% | 30.08%-9.9pp | 25.96%-5.7pp | 145.39%-125.2pp |
| Employer contribution / active EE | $899 | $4,211-78.7% | $3,496-74.3% | $4,194-78.6% |
| Participant deferral / active EE | $3,964 | $5,640-29.7% | $4,759-16.7% | $6,396-38.0% |
| Admin fee / account holder | $34,492 | $15,306+125.3% | $12,266+181.2% | $12,562+174.6% |