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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 | $161,352-51.1% | $134,172-41.2% | $137,256-42.5% |
| Participation rate | 41.7% | 78.3%-36.6pp | 72.5%-30.8pp | 80.0%-38.3pp |
| Annual return | 20.21% | 28.72%-8.5pp | 25.30%-5.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $899 | $4,099-78.1% | $3,420-73.7% | $4,156-78.4% |
| Participant deferral / active EE | $3,964 | $5,552-28.6% | $4,690-15.5% | $6,407-38.1% |
| Admin fee / account holder | $34,492 | $15,028+129.5% | $12,016+187.1% | $12,270+181.1% |