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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 | $102,099 | $124,425-17.9% | $112,040-8.9% | $137,256-25.6% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 20.53% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $915 | $3,411-73.2% | $2,954-69.0% | $4,156-78.0% |
| Participant deferral / active EE | $10,481 | $5,718+83.3% | $5,098+105.6% | $6,407+63.6% |
| Admin fee / account holder | $612 | $15,207-96.0% | $12,098-94.9% | $12,270-95.0% |