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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 | $123,693 | $165,361-25.2% | $149,715-17.4% | $158,950-22.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 17.54% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $981 | $5,103-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $3,244 | $7,182-54.8% | $6,842-52.6% | $5,983-45.8% |
| Admin fee / account holder | $730 | $10,808-93.2% | $9,310-92.2% | $11,248-93.5% |