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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 | $92,033 | $174,018-47.1% | $136,833-32.7% | $198,609-53.7% |
| Participation rate | 36.4% | 65.1%-28.8pp | 59.0%-22.7pp | 82.4%-46.0pp |
| Annual return | 13.87% | 35.16%-21.3pp | 35.32%-21.4pp | 202.70%-188.8pp |
| Employer contribution / active EE | $486 | $1,571-69.1% | $1,319-63.2% | $5,055-90.4% |
| Participant deferral / active EE | $6,437 | $2,873+124.0% | $2,441+163.7% | $6,977-7.7% |
| Admin fee / account holder | $1,962 | $5,434-63.9% | $4,706-58.3% | $19,030-89.7% |