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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 | $77,139 | $117,426-34.3% | $99,470-22.4% | $152,885-49.5% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.5%-39.6pp |
| Annual return | 8.50% | 31.87%-23.4pp | 30.72%-22.2pp | 345.39%-336.9pp |
| Employer contribution / active EE | $1,895 | $3,014-37.1% | $2,540-25.4% | $4,763-60.2% |
| Participant deferral / active EE | $4,622 | $4,086+13.1% | $3,619+27.7% | $5,851-21.0% |
| Admin fee / account holder | $3,437 | $7,634-55.0% | $6,252-45.0% | $11,598-70.4% |