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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 | $86,519 | $90,486-4.4% | $78,676+10.0% | $273,972-68.4% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 13.47% | 75.62%-62.2pp | 62.19%-48.7pp | 41.46%-28.0pp |
| Employer contribution / active EE | $2,334 | $3,175-26.5% | $2,850-18.1% | $4,869-52.1% |
| Participant deferral / active EE | $2,735 | $3,901-29.9% | $3,517-22.2% | $5,287-48.3% |
| Admin fee / account holder | $2,157 | $5,263-59.0% | $4,510-52.2% | $10,133-78.7% |