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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 | $91,403 | $107,809-15.2% | $97,032-5.8% | $155,188-41.1% |
| Participation rate | 56.3% | 75.5%-19.2pp | 71.6%-15.3pp | 80.8%-24.6pp |
| Annual return | 15.06% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $995 | $2,911-65.8% | $2,629-62.2% | $4,248-76.6% |
| Participant deferral / active EE | $2,531 | $5,129-50.7% | $4,672-45.8% | $6,531-61.2% |
| Admin fee / account holder | $865 | $10,717-91.9% | $9,418-90.8% | $14,480-94.0% |