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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 | $73,939 | $97,550-24.2% | $120,344-38.6% | $87,485-15.5% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.7%-23.8pp | 68.9%-16.0pp |
| Annual return | 15.40% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,638 | $2,291-28.5% | $3,020-45.8% | $2,596-36.9% |
| Participant deferral / active EE | $5,769 | $4,230+36.4% | $5,135+12.3% | $4,274+35.0% |
| Admin fee / account holder | $1,115 | $9,543-88.3% | $12,742-91.3% | $7,775-85.7% |