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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 | $83,872 | $110,410-24.0% | $102,437-18.1% | $145,897-42.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 16.68% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.6pp |
| Employer contribution / active EE | $967 | $4,217-77.1% | $3,871-75.0% | $4,663-79.3% |
| Participant deferral / active EE | $5,069 | $5,622-9.8% | $5,060+0.2% | $6,689-24.2% |
| Admin fee / account holder | $328 | $9,745-96.6% | $8,388-96.1% | $13,390-97.6% |