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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 | $68,937 | $81,457-15.4% | $103,378-33.3% | $80,911-14.8% |
| Participation rate | 59.7% | 66.8%-7.2pp | 74.5%-14.8pp | 67.6%-8.0pp |
| Annual return | 14.21% | 25.58%-11.4pp | 24.91%-10.7pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,582 | $3,107-49.1% | $3,870-59.1% | $2,756-42.6% |
| Participant deferral / active EE | $2,773 | $3,871-28.4% | $5,058-45.2% | $4,297-35.5% |
| Admin fee / account holder | $4,200 | $6,717-37.5% | $8,401-50.0% | $6,935-39.4% |