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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 | $70,643 | $81,358-13.2% | $155,556-54.6% | $80,959-12.7% |
| Participation rate | 44.7% | 66.3%-21.5pp | 78.2%-33.5pp | 67.7%-22.9pp |
| Annual return | 16.60% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,023 | $3,106-34.9% | $4,675-56.7% | $2,757-26.6% |
| Participant deferral / active EE | $4,052 | $3,455+17.3% | $5,631-28.0% | $4,300-5.8% |
| Admin fee / account holder | $1,270 | $7,994-84.1% | $15,885-92.0% | $6,925-81.7% |