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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 | $79,831 | $138,386-42.3% | $184,260-56.7% | $80,935-1.4% |
| Participation rate | 31.3% | 83.9%-52.6pp | 86.8%-55.6pp | 67.7%-36.4pp |
| Annual return | 12.22% | 20.02%-7.8pp | 28.84%-16.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,773 | $4,851-63.4% | $6,427-72.4% | $2,757-35.7% |
| Participant deferral / active EE | $5,389 | $7,076-23.8% | $9,133-41.0% | $4,299+25.3% |
| Admin fee / account holder | $5,412 | $10,489-48.4% | $13,898-61.1% | $6,924-21.8% |