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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 | $79,630 | $157,829-49.5% | $136,867-41.8% | $198,609-59.9% |
| Participation rate | 30.0% | 77.2%-47.2pp | 74.5%-44.5pp | 82.4%-52.4pp |
| Annual return | 15.66% | 51.25%-35.6pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,056 | $3,923-47.6% | $3,547-42.0% | $5,055-59.3% |
| Participant deferral / active EE | $3,460 | $5,463-36.7% | $4,924-29.7% | $6,977-50.4% |
| Admin fee / account holder | $584 | $11,107-94.7% | $10,340-94.4% | $19,030-96.9% |