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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 | $84,261 | $124,425-32.3% | $112,040-24.8% | $137,256-38.6% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 32.74% | 24.72%+8.0pp | 24.52%+8.2pp | 220.34%-187.6pp |
| Employer contribution / active EE | $1,177 | $3,411-65.5% | $2,954-60.2% | $4,156-71.7% |
| Participant deferral / active EE | $3,364 | $5,718-41.2% | $5,098-34.0% | $6,407-47.5% |
| Admin fee / account holder | $14,627 | $15,207-3.8% | $12,098+20.9% | $12,270+19.2% |