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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 | $94,439-2.5% | $73,658+24.9% | $154,746-40.5% |
| Participation rate | 36.4% | 64.7%-28.3pp | 57.0%-20.7pp | 80.7%-44.3pp |
| Annual return | 13.87% | 28.25%-14.4pp | 29.72%-15.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $486 | $1,257-61.4% | $1,032-53.0% | $4,379-88.9% |
| Participant deferral / active EE | $6,437 | $2,527+154.7% | $2,062+212.2% | $6,730-4.4% |
| Admin fee / account holder | $1,962 | $3,843-49.0% | $3,357-41.6% | $14,365-86.3% |