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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 | $83,143 | $88,996-6.6% | $78,004+6.6% | $138,895-40.1% |
| Participation rate | 69.2% | 74.4%-5.1pp | 69.4%-0.2pp | 79.9%-10.7pp |
| Annual return | 12.02% | 28.03%-16.0pp | 31.07%-19.1pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,196 | $2,917-24.7% | $2,469-11.0% | $4,194-47.6% |
| Participant deferral / active EE | $4,800 | $4,724+1.6% | $4,092+17.3% | $6,396-24.9% |
| Admin fee / account holder | $2,957 | $8,807-66.4% | $7,578-61.0% | $12,562-76.5% |