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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 | $112,983 | $201,370-43.9% | $184,256-38.7% | $145,897-22.6% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.1pp |
| Annual return | 15.78% | 29.05%-13.3pp | 28.85%-13.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,478 | $7,024-79.0% | $6,427-77.0% | $4,663-68.3% |
| Participant deferral / active EE | $4,030 | $9,808-58.9% | $9,133-55.9% | $6,689-39.8% |
| Admin fee / account holder | $2,875 | $16,364-82.4% | $13,899-79.3% | $13,390-78.5% |