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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 | $90,387 | $114,712-21.2% | $173,730-48.0% | $87,485+3.3% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 14.14% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,631 | $2,904-43.8% | $4,577-64.4% | $2,596-37.2% |
| Participant deferral / active EE | $2,859 | $4,642-38.4% | $6,326-54.8% | $4,274-33.1% |
| Admin fee / account holder | $2,178 | $10,210-78.7% | $17,523-87.6% | $7,775-72.0% |