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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 | $90,676 | $67,894+33.6% | $89,340+1.5% | $82,448+10.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 16.69% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,562 | $1,828-14.6% | $2,231-30.0% | $2,551-38.8% |
| Participant deferral / active EE | $4,328 | $3,072+40.9% | $3,823+13.2% | $4,139+4.6% |
| Admin fee / account holder | $2,501 | $5,723-56.3% | $6,704-62.7% | $7,234-65.4% |