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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 | $82,689 | $77,814+6.3% | $158,223-47.7% | $86,983-4.9% |
| Participation rate | 61.8% | 68.4%-6.7pp | 79.2%-17.4pp | 69.5%-7.8pp |
| Annual return | 13.35% | 30.54%-17.2pp | 52.09%-38.7pp | 25.83%-12.5pp |
| Employer contribution / active EE | $492 | $2,592-81.0% | $4,109-88.0% | $2,584-80.9% |
| Participant deferral / active EE | $5,125 | $3,270+56.8% | $5,467-6.3% | $4,194+22.2% |
| Admin fee / account holder | $12,851 | $5,879+118.6% | $16,047-19.9% | $7,856+63.6% |