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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 | $76,837 | $73,787+4.1% | $98,716-22.2% | $82,448-6.8% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.3%-17.8pp | 68.1%-16.6pp |
| Annual return | 13.78% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,036 | $1,511-31.5% | $2,279-54.6% | $2,551-59.4% |
| Participant deferral / active EE | $3,710 | $3,081+20.4% | $4,048-8.3% | $4,139-10.4% |
| Admin fee / account holder | $19,982 | $6,500+207.4% | $8,703+129.6% | $7,234+176.2% |