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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 | $81,267 | $91,559-11.2% | $133,978-39.3% | $79,856+1.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 16.08% | 61.85%-45.8pp | 45.10%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,294 | $2,384-3.8% | $3,919-41.5% | $2,471-7.2% |
| Participant deferral / active EE | $4,771 | $3,734+27.8% | $5,047-5.5% | $3,741+27.6% |
| Admin fee / account holder | $6,230 | $6,321-1.4% | $8,930-30.2% | $5,306+17.4% |