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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 | $76,583 | $78,423-2.3% | $95,964-20.2% | $79,856-4.1% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 15.09% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,714 | $1,945-11.9% | $2,541-32.6% | $2,471-30.7% |
| Participant deferral / active EE | $3,710 | $3,440+7.8% | $4,167-11.0% | $3,741-0.8% |
| Admin fee / account holder | $4,220 | $5,622-24.9% | $6,797-37.9% | $5,306-20.5% |