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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 | $88,895 | $81,504+9.1% | $102,437-13.2% | $80,959+9.8% |
| Participation rate | 30.3% | 66.9%-36.5pp | 74.5%-44.2pp | 67.7%-37.4pp |
| Annual return | 13.69% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $981 | $3,104-68.4% | $3,871-74.7% | $2,757-64.4% |
| Participant deferral / active EE | $2,343 | $3,871-39.5% | $5,060-53.7% | $4,300-45.5% |
| Admin fee / account holder | $1,295 | $6,719-80.7% | $8,388-84.6% | $6,925-81.3% |