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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 | $87,013 | $102,609-15.2% | $98,090-11.3% | $138,895-37.4% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 13.88% | 36.44%-22.6pp | 37.05%-23.2pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,308 | $3,867-66.2% | $3,606-63.7% | $4,194-68.8% |
| Participant deferral / active EE | $3,185 | $8,167-61.0% | $7,845-59.4% | $6,396-50.2% |
| Admin fee / account holder | $421 | $11,434-96.3% | $11,815-96.4% | $12,562-96.7% |