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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 | $86,434 | $67,411+28.2% | $91,004-5.0% | $70,126+23.3% |
| Participation rate | 57.5% | 71.4%-13.9pp | 75.6%-18.1pp | 69.5%-12.0pp |
| Annual return | 18.85% | -40.16%+59.0pp | 4.60%+14.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,289 | $1,786-27.8% | $2,456-47.5% | $2,343-45.0% |
| Participant deferral / active EE | $2,841 | $2,823+0.7% | $3,548-19.9% | $3,332-14.7% |
| Admin fee / account holder | $2,492 | $4,236-41.2% | $5,417-54.0% | $4,645-46.4% |