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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 | $134,491 | $106,247+26.6% | $96,515+39.3% | $139,466-3.6% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 20.79% | 38.47%-17.7pp | 35.73%-14.9pp | 373.66%-352.9pp |
| Employer contribution / active EE | $867 | $4,106-78.9% | $3,740-76.8% | $4,754-81.8% |
| Participant deferral / active EE | $3,163 | $5,456-42.0% | $4,880-35.2% | $6,712-52.9% |
| Admin fee / account holder | $1,138 | $7,885-85.6% | $6,735-83.1% | $11,409-90.0% |