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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 | $98,350 | $177,156-44.5% | $147,027-33.1% | $154,746-36.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 15.66% | 21.94%-6.3pp | 20.23%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,979 | $4,336-54.4% | $3,626-45.4% | $4,379-54.8% |
| Participant deferral / active EE | $3,748 | $5,797-35.3% | $4,933-24.0% | $6,730-44.3% |
| Admin fee / account holder | $1,121 | $14,904-92.5% | $12,223-90.8% | $14,365-92.2% |