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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 | $85,159 | $110,379-22.8% | $102,412-16.8% | $145,884-41.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 11.89% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $5,317 | $4,216+26.1% | $3,870+37.4% | $4,662+14.0% |
| Participant deferral / active EE | $3,187 | $5,622-43.3% | $5,060-37.0% | $6,690-52.4% |
| Admin fee / account holder | $3,613 | $9,745-62.9% | $8,388-56.9% | $13,392-73.0% |