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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 | $79,815 | $80,731-1.1% | $103,374-22.8% | $74,546+7.1% |
| Participation rate | 21.7% | 65.7%-44.0pp | 74.5%-52.8pp | 67.2%-45.5pp |
| Annual return | 19.31% | 27.56%-8.3pp | 24.89%-5.6pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $801 | $3,158-74.6% | $3,869-79.3% | $2,624-69.5% |
| Participant deferral / active EE | $2,776 | $3,860-28.1% | $5,058-45.1% | $4,347-36.1% |
| Admin fee / account holder | $1,119 | $2,369-52.8% | $8,394-86.7% | $1,944-42.4% |