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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 | $84,965 | $88,672-4.2% | $105,223-19.3% | $82,448+3.1% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 17.04% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,284 | $3,048-25.1% | $3,689-38.1% | $2,551-10.5% |
| Participant deferral / active EE | $5,984 | $4,036+48.3% | $5,072+18.0% | $4,139+44.6% |
| Admin fee / account holder | $1,724 | $7,146-75.9% | $8,859-80.5% | $7,234-76.2% |