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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 | $86,048 | $77,908+10.4% | $149,696-42.5% | $75,173+14.5% |
| Participation rate | 51.6% | 65.6%-14.0pp | 78.8%-27.2pp | 67.2%-15.6pp |
| Annual return | 22.53% | 31.73%-9.2pp | 134.46%-111.9pp | 160.72%-138.2pp |
| Employer contribution / active EE | $1,343 | $3,138-57.2% | $4,821-72.1% | $2,671-49.7% |
| Participant deferral / active EE | $1,637 | $3,411-52.0% | $5,682-71.2% | $4,126-60.3% |
| Admin fee / account holder | $374 | $5,950-93.7% | $13,212-97.2% | $5,651-93.4% |