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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 | $76,952 | $102,609-25.0% | $98,090-21.6% | $138,895-44.6% |
| Participation rate | 55.6% | 82.8%-27.2pp | 81.5%-26.0pp | 79.9%-24.4pp |
| Annual return | 24.77% | 36.44%-11.7pp | 37.05%-12.3pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,586 | $3,867-59.0% | $3,606-56.0% | $4,194-62.2% |
| Participant deferral / active EE | $4,196 | $8,167-48.6% | $7,845-46.5% | $6,396-34.4% |
| Admin fee / account holder | $3,398 | $11,434-70.3% | $11,815-71.2% | $12,562-73.0% |