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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 | $80,364 | $106,280-24.4% | $96,538-16.8% | $139,487-42.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.87% | 38.48%-19.6pp | 35.74%-16.9pp | 373.84%-355.0pp |
| Employer contribution / active EE | $2,202 | $4,107-46.4% | $3,740-41.1% | $4,755-53.7% |
| Participant deferral / active EE | $5,526 | $5,457+1.3% | $4,880+13.2% | $6,713-17.7% |
| Admin fee / account holder | $7,412 | $7,888-6.0% | $6,737+10.0% | $11,407-35.0% |