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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 | $79,388 | $76,551+3.7% | $123,894-35.9% | $62,881+26.3% |
| Participation rate | 43.6% | 73.0%-29.3pp | 81.4%-37.8pp | 69.3%-25.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,804 | $2,882-37.4% | $4,617-60.9% | $2,281-20.9% |
| Participant deferral / active EE | $3,552 | $4,840-26.6% | $5,984-40.6% | $3,203+10.9% |
| Admin fee / account holder | $2,131 | $4,826-55.9% | $8,357-74.5% | $4,296-50.4% |