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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 | $77,001 | $78,428-1.8% | $95,960-19.8% | $79,852-3.6% |
| Participation rate | 58.8% | 73.5%-14.7pp | 77.1%-18.3pp | 69.6%-10.8pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,063 | $1,945-45.4% | $2,541-58.2% | $2,471-57.0% |
| Participant deferral / active EE | $2,308 | $3,440-32.9% | $4,167-44.6% | $3,740-38.3% |
| Admin fee / account holder | $6,904 | $5,622+22.8% | $6,797+1.6% | $5,306+30.1% |