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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 | $80,468 | $49,976+61.0% | $66,674+20.7% | $82,637-2.6% |
| Participation rate | 36.1% | 63.1%-27.0pp | 73.7%-37.6pp | 68.1%-31.9pp |
| Annual return | 18.88% | 39.09%-20.2pp | 321.24%-302.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,336 | $1,988-32.8% | $2,620-49.0% | $2,552-47.6% |
| Participant deferral / active EE | $2,238 | $2,847-21.4% | $4,084-45.2% | $4,126-45.8% |
| Admin fee / account holder | $1,946 | $4,594-57.6% | $5,098-61.8% | $7,339-73.5% |