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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 | $115,931-22.0% | $185,441-51.3% | $86,983+3.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 14.14% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,631 | $2,937-44.5% | $4,672-65.1% | $2,584-36.9% |
| Participant deferral / active EE | $2,859 | $4,551-37.2% | $6,152-53.5% | $4,194-31.8% |
| Admin fee / account holder | $2,178 | $10,687-79.6% | $17,890-87.8% | $7,856-72.3% |