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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 | $93,306 | $104,098-10.4% | $140,514-33.6% | $94,015-0.8% |
| Participation rate | 38.4% | 73.7%-35.4pp | 77.8%-39.4pp | 70.8%-32.5pp |
| Annual return | 15.53% | 15.14%+0.4pp | 14.36%+1.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,590 | $2,388-33.4% | $3,378-52.9% | $2,790-43.0% |
| Participant deferral / active EE | $2,988 | $4,033-25.9% | $4,919-39.2% | $4,249-29.7% |
| Admin fee / account holder | $10,968 | $10,439+5.1% | $13,697-19.9% | $8,951+22.5% |