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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 | $68,090 | $86,050-20.9% | $189,758-64.1% | $94,015-27.6% |
| Participation rate | 39.0% | 68.9%-29.9pp | 79.8%-40.8pp | 70.8%-31.8pp |
| Annual return | 18.80% | 17.77%+1.0pp | 52.62%-33.8pp | 17.84%+1.0pp |
| Employer contribution / active EE | $828 | $2,819-70.6% | $4,767-82.6% | $2,790-70.3% |
| Participant deferral / active EE | $1,716 | $3,349-48.8% | $5,856-70.7% | $4,249-59.6% |
| Admin fee / account holder | $5,518 | $6,627-16.7% | $20,388-72.9% | $8,951-38.4% |