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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 | $102,378 | $111,814-8.4% | $103,378-1.0% | $145,978-29.9% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 11.60% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,546 | $4,215-63.3% | $3,870-60.0% | $4,662-66.8% |
| Participant deferral / active EE | $5,235 | $5,618-6.8% | $5,058+3.5% | $6,690-21.7% |
| Admin fee / account holder | $2,289 | $9,764-76.6% | $8,401-72.8% | $13,400-82.9% |