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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 | $69,918 | $95,453-26.8% | $112,040-37.6% | $82,448-15.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 17.87% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,878 | $2,318-19.0% | $2,954-36.4% | $2,551-26.4% |
| Participant deferral / active EE | $3,986 | $4,224-5.6% | $5,098-21.8% | $4,139-3.7% |
| Admin fee / account holder | $4,988 | $9,013-44.7% | $12,098-58.8% | $7,234-31.1% |