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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 | $73,076 | $77,638-5.9% | $156,551-53.3% | $62,881+16.2% |
| Participation rate | 51.7% | 71.2%-19.5pp | 84.0%-32.3pp | 69.3%-17.6pp |
| Annual return | 11.46% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,097 | $3,444-68.2% | $5,501-80.1% | $2,281-51.9% |
| Participant deferral / active EE | $4,483 | $3,046+47.2% | $4,871-8.0% | $3,203+40.0% |
| Admin fee / account holder | $12,569 | $5,561+126.0% | $13,028-3.5% | $4,296+192.6% |