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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 | $93,343 | $77,814+20.0% | $158,223-41.0% | $86,983+7.3% |
| Participation rate | 53.6% | 68.4%-14.8pp | 79.2%-25.6pp | 69.5%-16.0pp |
| Annual return | 17.68% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $884 | $2,592-65.9% | $4,109-78.5% | $2,584-65.8% |
| Participant deferral / active EE | $3,129 | $3,270-4.3% | $5,467-42.8% | $4,194-25.4% |
| Admin fee / account holder | $5,624 | $5,879-4.3% | $16,047-65.0% | $7,856-28.4% |