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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 | $71,773 | $104,098-31.1% | $140,514-48.9% | $94,015-23.7% |
| Participation rate | 58.6% | 73.7%-15.1pp | 77.8%-19.2pp | 70.8%-12.2pp |
| Annual return | 12.98% | 15.14%-2.2pp | 14.36%-1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $1,853 | $2,388-22.4% | $3,378-45.1% | $2,790-33.6% |
| Participant deferral / active EE | $2,996 | $4,033-25.7% | $4,919-39.1% | $4,249-29.5% |
| Admin fee / account holder | $25,686 | $10,439+146.1% | $13,697+87.5% | $8,951+187.0% |