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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 | $84,283 | $95,453-11.7% | $112,040-24.8% | $82,448+2.2% |
| Participation rate | 37.2% | 72.8%-35.5pp | 76.5%-39.3pp | 68.1%-30.8pp |
| Annual return | 17.82% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,162 | $2,318-49.9% | $2,954-60.7% | $2,551-54.5% |
| Participant deferral / active EE | $2,044 | $4,224-51.6% | $5,098-59.9% | $4,139-50.6% |
| Admin fee / account holder | $4,922 | $9,013-45.4% | $12,098-59.3% | $7,234-32.0% |