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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 | $88,763 | $101,795-12.8% | $165,100-46.2% | $80,959+9.6% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 13.23% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,312 | $2,954-21.7% | $4,348-46.8% | $2,757-16.2% |
| Participant deferral / active EE | $6,171 | $4,476+37.9% | $6,035+2.2% | $4,300+43.5% |
| Admin fee / account holder | $3,938 | $8,221-52.1% | $12,696-69.0% | $6,925-43.1% |