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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 | $81,701 | $95,404-14.4% | $113,397-28.0% | $82,637-1.1% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 13.52% | 19.08%-5.6pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,573 | $2,307-31.8% | $2,977-47.2% | $2,552-38.4% |
| Participant deferral / active EE | $3,146 | $4,220-25.4% | $5,076-38.0% | $4,126-23.8% |
| Admin fee / account holder | $3,148 | $9,168-65.7% | $11,957-73.7% | $7,339-57.1% |