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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 | $89,279 | $107,809-17.2% | $97,032-8.0% | $155,188-42.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 13.35% | 38.06%-24.7pp | 35.38%-22.0pp | 148.84%-135.5pp |
| Employer contribution / active EE | $764 | $2,911-73.8% | $2,629-71.0% | $4,248-82.0% |
| Participant deferral / active EE | $5,727 | $5,129+11.6% | $4,672+22.6% | $6,531-12.3% |
| Admin fee / account holder | $1,941 | $10,717-81.9% | $9,418-79.4% | $14,480-86.6% |