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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 | $78,891 | $86,938-9.3% | $102,423-23.0% | $80,925-2.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 13.84% | 18.89%-5.1pp | 29.42%-15.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $730 | $2,369-69.2% | $3,023-75.9% | $2,756-73.5% |
| Participant deferral / active EE | $4,837 | $4,120+17.4% | $5,054-4.3% | $4,299+12.5% |
| Admin fee / account holder | $5,199 | $8,053-35.4% | $9,455-45.0% | $6,940-25.1% |