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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 | $106,046 | $165,399-35.9% | $149,745-29.2% | $158,982-33.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 20.99% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $976 | $5,105-80.9% | $4,646-79.0% | $4,763-79.5% |
| Participant deferral / active EE | $3,969 | $7,183-44.7% | $6,843-42.0% | $5,983-33.7% |
| Admin fee / account holder | $1,055 | $10,811-90.2% | $9,312-88.7% | $11,252-90.6% |