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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 | $83,872 | $111,814-25.0% | $103,374-18.9% | $145,959-42.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 16.68% | 24.77%-8.1pp | 24.89%-8.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $967 | $4,214-77.0% | $3,869-75.0% | $4,661-79.2% |
| Participant deferral / active EE | $5,069 | $5,618-9.8% | $5,058+0.2% | $6,689-24.2% |
| Admin fee / account holder | $328 | $9,754-96.6% | $8,394-96.1% | $13,398-97.6% |