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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 | $91,517 | $104,098-12.1% | $140,514-34.9% | $94,015-2.7% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 11.95% | 15.14%-3.2pp | 14.36%-2.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $1,282 | $2,388-46.3% | $3,378-62.1% | $2,790-54.1% |
| Participant deferral / active EE | $2,561 | $4,033-36.5% | $4,919-47.9% | $4,249-39.7% |
| Admin fee / account holder | $30,819 | $10,439+195.2% | $13,697+125.0% | $8,951+244.3% |