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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 | $111,814-27.2% | $103,374-21.2% | $145,959-44.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.15% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,382 | $4,214-67.2% | $3,869-64.3% | $4,661-70.3% |
| Participant deferral / active EE | $5,670 | $5,618+0.9% | $5,058+12.1% | $6,689-15.2% |
| Admin fee / account holder | $885 | $9,754-90.9% | $8,394-89.5% | $13,398-93.4% |