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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 | $81,431 | $110,337-26.2% | $102,383-20.5% | $145,877-44.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.15% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,382 | $4,216-67.2% | $3,870-64.3% | $4,663-70.4% |
| Participant deferral / active EE | $5,670 | $5,621+0.9% | $5,060+12.1% | $6,691-15.3% |
| Admin fee / account holder | $885 | $9,750-90.9% | $8,391-89.5% | $13,402-93.4% |