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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 | $136,860-25.4% | $120,344-15.2% | $154,746-34.0% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 20.53% | 21.38%-0.8pp | 20.30%+0.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $915 | $3,533-74.1% | $3,020-69.7% | $4,379-79.1% |
| Participant deferral / active EE | $10,481 | $5,793+80.9% | $5,135+104.1% | $6,730+55.7% |
| Admin fee / account holder | $612 | $15,393-96.0% | $12,742-95.2% | $14,365-95.7% |