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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 | $93,508 | $124,980-25.2% | $108,359-13.7% | $154,746-39.6% |
| Participation rate | 38.1% | 75.2%-37.1pp | 70.1%-32.0pp | 80.7%-42.6pp |
| Annual return | 16.72% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,427 | $2,851-49.9% | $2,399-40.5% | $4,379-67.4% |
| Participant deferral / active EE | $4,460 | $4,743-6.0% | $4,137+7.8% | $6,730-33.7% |
| Admin fee / account holder | $789 | $11,502-93.1% | $9,741-91.9% | $14,365-94.5% |