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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 | $82,697 | $118,496-30.2% | $98,461-16.0% | $139,466-40.7% |
| Participation rate | 35.0% | 77.5%-42.5pp | 75.2%-40.2pp | 80.3%-45.3pp |
| Annual return | 18.85% | 18.96%-0.1pp | 21.17%-2.3pp | 373.66%-354.8pp |
| Employer contribution / active EE | $960 | $3,611-73.4% | $3,049-68.5% | $4,754-79.8% |
| Participant deferral / active EE | $2,790 | $5,393-48.3% | $4,738-41.1% | $6,712-58.4% |
| Admin fee / account holder | $1,340 | $14,056-90.5% | $8,961-85.0% | $11,409-88.3% |