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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 | $87,058 | $124,425-30.0% | $112,040-22.3% | $137,256-36.6% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 15.47% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $956 | $3,411-72.0% | $2,954-67.6% | $4,156-77.0% |
| Participant deferral / active EE | $2,675 | $5,718-53.2% | $5,098-47.5% | $6,407-58.2% |
| Admin fee / account holder | $806 | $15,207-94.7% | $12,098-93.3% | $12,270-93.4% |