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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 | $77,907 | $79,894-2.5% | $135,792-42.6% | $82,637-5.7% |
| Participation rate | 56.0% | 63.0%-7.0pp | 72.6%-16.6pp | 68.1%-12.1pp |
| Annual return | 15.17% | 17.20%-2.0pp | 25.96%-10.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,291 | $2,165+5.8% | $3,496-34.5% | $2,552-10.2% |
| Participant deferral / active EE | $3,571 | $3,194+11.8% | $4,759-25.0% | $4,126-13.4% |
| Admin fee / account holder | $2,050 | $6,434-68.1% | $12,266-83.3% | $7,339-72.1% |