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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 | $87,451 | $161,352-45.8% | $134,172-34.8% | $137,256-36.3% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 11.78% | 28.72%-16.9pp | 25.30%-13.5pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,707 | $4,099-58.3% | $3,420-50.1% | $4,156-58.9% |
| Participant deferral / active EE | $5,463 | $5,552-1.6% | $4,690+16.5% | $6,407-14.7% |
| Admin fee / account holder | $2,916 | $15,028-80.6% | $12,016-75.7% | $12,270-76.2% |