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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 | $133,015 | $157,296-15.4% | $141,191-5.8% | $152,897-13.0% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 17.28% | 64.34%-47.1pp | 71.41%-54.1pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,837 | $5,262-65.1% | $4,736-61.2% | $4,764-61.4% |
| Participant deferral / active EE | $2,999 | $7,111-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $9,317 | $12,125-23.2% | $10,264-9.2% | $11,599-19.7% |