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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 | $83,787 | $90,486-7.4% | $78,676+6.5% | $273,972-69.4% |
| Participation rate | 65.2% | 76.5%-11.3pp | 73.6%-8.3pp | 83.0%-17.8pp |
| Annual return | 6.78% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,646 | $3,175-48.2% | $2,850-42.3% | $4,869-66.2% |
| Participant deferral / active EE | $5,292 | $3,901+35.6% | $3,517+50.5% | $5,287+0.1% |
| Admin fee / account holder | $9,218 | $5,263+75.1% | $4,510+104.4% | $10,133-9.0% |