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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 | $84,076 | $77,814+8.0% | $158,223-46.9% | $86,983-3.3% |
| Participation rate | 55.2% | 68.4%-13.2pp | 79.2%-24.0pp | 69.5%-14.4pp |
| Annual return | 17.89% | 30.54%-12.6pp | 52.09%-34.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $3,429 | $2,592+32.3% | $4,109-16.5% | $2,584+32.7% |
| Participant deferral / active EE | $3,281 | $3,270+0.3% | $5,467-40.0% | $4,194-21.8% |
| Admin fee / account holder | $1,008 | $5,879-82.9% | $16,047-93.7% | $7,856-87.2% |