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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 | $104,846 | $162,812-35.6% | $133,971-21.7% | $158,966-34.0% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 14.62% | 41.94%-27.3pp | 45.09%-30.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $953 | $4,976-80.8% | $3,919-75.7% | $4,762-80.0% |
| Participant deferral / active EE | $2,221 | $5,910-62.4% | $5,047-56.0% | $5,983-62.9% |
| Admin fee / account holder | $16,197 | $11,741+38.0% | $8,929+81.4% | $11,250+44.0% |