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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 | $80,442 | $86,940-7.5% | $102,434-21.5% | $80,935-0.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 14.74% | 18.89%-4.2pp | 29.46%-14.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,683 | $2,370-29.0% | $3,023-44.3% | $2,757-39.0% |
| Participant deferral / active EE | $4,486 | $4,121+8.9% | $5,055-11.2% | $4,299+4.3% |
| Admin fee / account holder | $1,667 | $8,047-79.3% | $9,462-82.4% | $6,924-75.9% |