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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 | $97,550-15.2% | $120,344-31.2% | $87,485-5.4% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 14.49% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,241 | $2,291-45.8% | $3,020-58.9% | $2,596-52.2% |
| Participant deferral / active EE | $2,945 | $4,230-30.4% | $5,135-42.7% | $4,274-31.1% |
| Admin fee / account holder | $4,535 | $9,543-52.5% | $12,742-64.4% | $7,775-41.7% |