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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 | $79,740 | $81,233-1.8% | $155,567-48.7% | $80,874-1.4% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 12.03% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,335 | $3,101-56.9% | $4,674-71.4% | $2,756-51.6% |
| Participant deferral / active EE | $4,187 | $3,452+21.3% | $5,628-25.6% | $4,297-2.6% |
| Admin fee / account holder | $705 | $7,998-91.2% | $15,916-95.6% | $6,935-89.8% |