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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 | $81,204 | $73,787+10.1% | $98,716-17.7% | $82,448-1.5% |
| Participation rate | 47.9% | 61.4%-13.5pp | 69.3%-21.4pp | 68.1%-20.2pp |
| Annual return | 25.17% | 18.57%+6.6pp | 31.81%-6.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,783 | $1,511+18.0% | $2,279-21.8% | $2,551-30.1% |
| Participant deferral / active EE | $3,053 | $3,081-0.9% | $4,048-24.6% | $4,139-26.2% |
| Admin fee / account holder | $513 | $6,500-92.1% | $8,703-94.1% | $7,234-92.9% |