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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 | $85,496 | $81,262+5.2% | $155,602-45.1% | $80,911+5.7% |
| Participation rate | 49.1% | 66.2%-17.2pp | 78.2%-29.1pp | 67.6%-18.6pp |
| Annual return | 11.06% | 33.34%-22.3pp | 64.81%-53.7pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,358 | $3,102-56.2% | $4,675-70.9% | $2,756-50.7% |
| Participant deferral / active EE | $2,314 | $3,451-32.9% | $5,629-58.9% | $4,297-46.1% |
| Admin fee / account holder | $2,598 | $7,992-67.5% | $15,923-83.7% | $6,935-62.5% |