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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 | $80,803 | $57,061+41.6% | $85,063-5.0% | $80,911-0.1% |
| Participation rate | 53.7% | 56.3%-2.7pp | 67.5%-13.8pp | 67.6%-14.0pp |
| Annual return | 15.51% | 21.66%-6.2pp | 66.54%-51.0pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,303 | $1,799-27.6% | $2,727-52.2% | $2,756-52.7% |
| Participant deferral / active EE | $3,518 | $3,110+13.1% | $4,523-22.2% | $4,297-18.1% |
| Admin fee / account holder | $2,152 | $4,986-56.8% | $6,155-65.0% | $6,935-69.0% |