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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 | $72,865 | $86,938-16.2% | $102,423-28.9% | $80,925-10.0% |
| Participation rate | 58.7% | 72.4%-13.7pp | 76.5%-17.8pp | 67.7%-8.9pp |
| Annual return | 10.52% | 18.89%-8.4pp | 29.42%-18.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,627 | $2,369-31.3% | $3,023-46.2% | $2,756-41.0% |
| Participant deferral / active EE | $2,606 | $4,120-36.8% | $5,054-48.4% | $4,299-39.4% |
| Admin fee / account holder | $2,129 | $8,053-73.6% | $9,455-77.5% | $6,940-69.3% |