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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 | $80,931 | $81,358-0.5% | $155,556-48.0% | $80,9590% |
| Participation rate | 57.5% | 66.3%-8.8pp | 78.2%-20.7pp | 67.7%-10.2pp |
| Annual return | 12.18% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $700 | $3,106-77.5% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $4,240 | $3,455+22.7% | $5,631-24.7% | $4,300-1.4% |
| Admin fee / account holder | $12,459 | $7,994+55.9% | $15,885-21.6% | $6,925+79.9% |