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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 | $90,814 | $136,860-33.6% | $120,344-24.5% | $154,746-41.3% |
| Participation rate | 55.0% | 79.9%-24.9pp | 76.7%-21.7pp | 80.7%-25.7pp |
| Annual return | 20.42% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,591 | $3,533-55.0% | $3,020-47.3% | $4,379-63.7% |
| Participant deferral / active EE | $3,121 | $5,793-46.1% | $5,135-39.2% | $6,730-53.6% |
| Admin fee / account holder | $949 | $15,393-93.8% | $12,742-92.6% | $14,365-93.4% |