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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 | $95,717 | $174,379-45.1% | $152,093-37.1% | $138,895-31.1% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 17.80% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $955 | $4,652-79.5% | $4,175-77.1% | $4,194-77.2% |
| Participant deferral / active EE | $3,287 | $6,159-46.6% | $5,451-39.7% | $6,396-48.6% |
| Admin fee / account holder | $632 | $16,880-96.3% | $14,497-95.6% | $12,562-95.0% |