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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 | $95,488 | $71,230+34.1% | $93,727+1.9% | $80,959+17.9% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 12.13% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $467 | $1,565-70.1% | $2,421-80.7% | $2,757-83.0% |
| Participant deferral / active EE | $2,032 | $4,037-49.7% | $4,417-54.0% | $4,300-52.7% |
| Admin fee / account holder | $872 | $6,961-87.5% | $8,292-89.5% | $6,925-87.4% |