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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 | $85,989 | $99,345-13.4% | $84,753+1.5% | $273,972-68.6% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 15.38% | 22.93%-7.6pp | 22.78%-7.4pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,359 | $4,214-67.8% | $3,574-62.0% | $4,869-72.1% |
| Participant deferral / active EE | $6,705 | $4,270+57.0% | $3,712+80.6% | $5,287+26.8% |
| Admin fee / account holder | $1,442 | $6,645-78.3% | $5,333-73.0% | $10,133-85.8% |