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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 | $82,695 | $181,896-54.5% | $156,551-47.2% | $273,972-69.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 3.52% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,124 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $8,414 | $5,550+51.6% | $4,871+72.7% | $5,287+59.1% |
| Admin fee / account holder | $1,134 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |