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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 | $89,893 | $110,379-18.6% | $102,412-12.2% | $145,884-38.4% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 11.72% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,643 | $4,216-61.0% | $3,870-57.5% | $4,662-64.7% |
| Participant deferral / active EE | $5,050 | $5,622-10.2% | $5,060-0.2% | $6,690-24.5% |
| Admin fee / account holder | $2,973 | $9,745-69.5% | $8,388-64.6% | $13,392-77.8% |