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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 | $83,083 | $64,920+28.0% | $103,693-19.9% | $86,983-4.5% |
| Participation rate | 44.8% | 63.6%-18.8pp | 72.6%-27.9pp | 69.5%-24.8pp |
| Annual return | 14.14% | 30.29%-16.1pp | 47.61%-33.5pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,538 | $2,141-28.2% | $2,920-47.3% | $2,584-40.5% |
| Participant deferral / active EE | $3,965 | $3,241+22.3% | $4,579-13.4% | $4,194-5.5% |
| Admin fee / account holder | $4,333 | $6,191-30.0% | $7,858-44.9% | $7,856-44.8% |