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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 | $81,262-0.4% | $155,602-48.0% | $80,9110% |
| Participation rate | 57.5% | 66.2%-8.7pp | 78.2%-20.7pp | 67.6%-10.1pp |
| Annual return | 12.18% | 33.34%-21.2pp | 64.81%-52.6pp | 35.63%-23.4pp |
| Employer contribution / active EE | $700 | $3,102-77.4% | $4,675-85.0% | $2,756-74.6% |
| Participant deferral / active EE | $4,240 | $3,451+22.9% | $5,629-24.7% | $4,297-1.3% |
| Admin fee / account holder | $12,459 | $7,992+55.9% | $15,923-21.8% | $6,935+79.7% |