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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 | $106,864-23.9% | $147,318-44.8% | $82,637-1.5% |
| Participation rate | 58.8% | 75.5%-16.7pp | 82.1%-23.2pp | 68.1%-9.2pp |
| Annual return | 15.97% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,744 | $3,417-19.7% | $4,593-40.2% | $2,552+7.5% |
| Participant deferral / active EE | $5,624 | $6,496-13.4% | $7,906-28.9% | $4,126+36.3% |
| Admin fee / account holder | $11,046 | $8,415+31.3% | $13,708-19.4% | $7,339+50.5% |