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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 | $82,748 | $95,453-13.3% | $112,040-26.1% | $82,448+0.4% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 14.49% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,241 | $2,318-46.5% | $2,954-58.0% | $2,551-51.4% |
| Participant deferral / active EE | $2,945 | $4,224-30.3% | $5,098-42.2% | $4,139-28.9% |
| Admin fee / account holder | $4,535 | $9,013-49.7% | $12,098-62.5% | $7,234-37.3% |