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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 | $85,036 | $81,504+4.3% | $102,437-17.0% | $80,959+5.0% |
| Participation rate | 48.6% | 66.9%-18.2pp | 74.5%-25.9pp | 67.7%-19.1pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,423 | $3,104-21.9% | $3,871-37.4% | $2,757-12.1% |
| Participant deferral / active EE | $4,515 | $3,871+16.6% | $5,060-10.8% | $4,300+5.0% |
| Admin fee / account holder | $1,374 | $6,719-79.6% | $8,388-83.6% | $6,925-80.2% |