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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 | $81,632 | $71,534+14.1% | $98,462-17.1% | $71,529+14.1% |
| Participation rate | 56.3% | 72.7%-16.3pp | 75.2%-18.8pp | 67.9%-11.6pp |
| Annual return | 14.97% | 32.44%-17.5pp | 21.17%-6.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,346 | $2,399-43.9% | $3,049-55.9% | $2,590-48.0% |
| Participant deferral / active EE | $3,027 | $4,109-26.3% | $4,738-36.1% | $4,291-29.5% |
| Admin fee / account holder | $429 | $1,677-74.4% | $8,875-95.2% | $1,588-73.0% |