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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 | $59,933 | $81,446-26.4% | $103,374-42.0% | $80,874-25.9% |
| Participation rate | 56.3% | 66.9%-10.6pp | 74.5%-18.3pp | 67.6%-11.4pp |
| Annual return | 11.63% | 25.57%-13.9pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,065 | $3,107-33.5% | $3,869-46.6% | $2,756-25.1% |
| Participant deferral / active EE | $4,691 | $3,870+21.2% | $5,058-7.3% | $4,297+9.2% |
| Admin fee / account holder | $3,119 | $6,715-53.6% | $8,394-62.8% | $6,935-55.0% |