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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 | $83,093 | $98,766-15.9% | $149,730-44.5% | $79,852+4.1% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 18.72% | 27.43%-8.7pp | 276.70%-258.0pp | 31.72%-13.0pp |
| Employer contribution / active EE | $683 | $3,217-78.8% | $4,645-85.3% | $2,471-72.4% |
| Participant deferral / active EE | $5,880 | $5,681+3.5% | $6,843-14.1% | $3,740+57.2% |
| Admin fee / account holder | $5,141 | $6,052-15.0% | $9,310-44.8% | $5,306-3.1% |