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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 | $80,254 | $86,949-7.7% | $102,460-21.7% | $80,959-0.9% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 15.26% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,719 | $2,370-27.5% | $3,025-43.2% | $2,757-37.6% |
| Participant deferral / active EE | $3,328 | $4,121-19.3% | $5,056-34.2% | $4,300-22.6% |
| Admin fee / account holder | $3,425 | $8,048-57.4% | $9,460-63.8% | $6,925-50.5% |