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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 | $76,952 | $97,289-20.9% | $92,805-17.1% | $155,188-50.4% |
| Participation rate | 55.6% | 84.2%-28.6pp | 83.5%-28.0pp | 80.8%-25.2pp |
| Annual return | 24.77% | 29.03%-4.3pp | 31.59%-6.8pp | 148.84%-124.1pp |
| Employer contribution / active EE | $1,586 | $3,632-56.3% | $3,424-53.7% | $4,248-62.7% |
| Participant deferral / active EE | $4,196 | $8,795-52.3% | $8,448-50.3% | $6,531-35.8% |
| Admin fee / account holder | $3,398 | $12,015-71.7% | $10,911-68.9% | $14,480-76.5% |