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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 | $79,230 | $123,155-35.7% | $108,753-27.1% | $155,188-48.9% |
| Participation rate | 19.0% | 75.6%-56.6pp | 71.1%-52.0pp | 80.8%-61.8pp |
| Annual return | 16.91% | 44.73%-27.8pp | 37.47%-20.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,125 | $2,811-60.0% | $2,427-53.6% | $4,248-73.5% |
| Participant deferral / active EE | $1,894 | $4,623-59.0% | $4,115-54.0% | $6,531-71.0% |
| Admin fee / account holder | $1,215 | $12,126-90.0% | $10,320-88.2% | $14,480-91.6% |