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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 | $86,274 | $60,349+43.0% | $74,184+16.3% | $62,881+37.2% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 7.21% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,462 | $1,680-13.0% | $2,370-38.3% | $2,281-35.9% |
| Participant deferral / active EE | $2,335 | $2,856-18.3% | $3,550-34.2% | $3,203-27.1% |
| Admin fee / account holder | $363 | $4,261-91.5% | $5,586-93.5% | $4,296-91.6% |