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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 | $81,373 | $106,749-23.8% | $145,433-44.0% | $82,448-1.3% |
| Participation rate | 58.8% | 75.6%-16.8pp | 82.1%-23.3pp | 68.1%-9.2pp |
| Annual return | 15.97% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,744 | $3,444-20.3% | $4,554-39.7% | $2,551+7.6% |
| Participant deferral / active EE | $5,624 | $6,519-13.7% | $7,897-28.8% | $4,139+35.9% |
| Admin fee / account holder | $11,046 | $8,390+31.7% | $13,129-15.9% | $7,234+52.7% |