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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 | $83,012 | $138,366-40.0% | $184,185-54.9% | $80,911+2.6% |
| Participation rate | 69.8% | 83.9%-14.1pp | 86.8%-17.1pp | 67.6%+2.1pp |
| Annual return | 16.30% | 20.02%-3.7pp | 28.81%-12.5pp | 35.63%-19.3pp |
| Employer contribution / active EE | $2,839 | $4,849-41.4% | $6,426-55.8% | $2,756+3.0% |
| Participant deferral / active EE | $5,909 | $7,074-16.5% | $9,132-35.3% | $4,297+37.5% |
| Admin fee / account holder | $1,092 | $10,484-89.6% | $13,909-92.1% | $6,935-84.2% |