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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 | $97,550-4.4% | $120,344-22.5% | $87,485+6.7% |
| Participation rate | 38.4% | 72.8%-34.5pp | 76.7%-38.4pp | 68.9%-30.6pp |
| Annual return | 15.53% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,590 | $2,291-30.6% | $3,020-47.3% | $2,596-38.7% |
| Participant deferral / active EE | $2,988 | $4,230-29.3% | $5,135-41.8% | $4,274-30.1% |
| Admin fee / account holder | $10,968 | $9,543+14.9% | $12,742-13.9% | $7,775+41.1% |