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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 | $78,554 | $76,551+2.6% | $123,894-36.6% | $62,881+24.9% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $926 | $2,882-67.9% | $4,617-80.0% | $2,281-59.4% |
| Participant deferral / active EE | $4,991 | $4,840+3.1% | $5,984-16.6% | $3,203+55.8% |
| Admin fee / account holder | $1,327 | $4,826-72.5% | $8,357-84.1% | $4,296-69.1% |