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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 | $113,001 | $125,778-10.2% | $114,563-1.4% | $154,746-27.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 17.77% | 295.14%-277.4pp | 241.09%-223.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,177 | $2,806-58.0% | $2,592-54.6% | $4,379-73.1% |
| Participant deferral / active EE | $2,000 | $4,445-55.0% | $4,142-51.7% | $6,730-70.3% |
| Admin fee / account holder | $1,459 | $8,190-82.2% | $7,623-80.9% | $14,365-89.8% |