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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 | $80,803 | $57,119+41.5% | $85,187-5.1% | $80,935-0.2% |
| Participation rate | 53.7% | 56.4%-2.7pp | 67.5%-13.9pp | 67.7%-14.0pp |
| Annual return | 15.51% | 21.70%-6.2pp | 66.67%-51.2pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,303 | $1,802-27.7% | $2,732-52.3% | $2,757-52.7% |
| Participant deferral / active EE | $3,518 | $3,115+13.0% | $4,525-22.2% | $4,299-18.2% |
| Admin fee / account holder | $2,152 | $4,990-56.9% | $6,162-65.1% | $6,924-68.9% |