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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 | $77,557 | $106,267-27.0% | $96,520-19.6% | $139,456-44.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 13.88% | 38.45%-24.6pp | 35.72%-21.8pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,447 | $4,105-64.7% | $3,739-61.3% | $4,753-69.5% |
| Participant deferral / active EE | $4,036 | $5,454-26.0% | $4,879-17.3% | $6,711-39.9% |
| Admin fee / account holder | $4,576 | $7,882-42.0% | $6,733-32.0% | $11,407-59.9% |