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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 | $126,661-28.3% | $113,397-19.9% | $138,895-34.6% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.5%-21.5pp | 79.9%-24.9pp |
| Annual return | 20.42% | 25.05%-4.6pp | 23.20%-2.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,591 | $3,456-54.0% | $2,977-46.6% | $4,194-62.1% |
| Participant deferral / active EE | $3,121 | $5,693-45.2% | $5,076-38.5% | $6,396-51.2% |
| Admin fee / account holder | $949 | $14,549-93.5% | $11,957-92.1% | $12,562-92.4% |