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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 | $69,273+30.9% | $90,796-0.1% | $82,637+9.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 16.69% | 18.37%-1.7pp | 19.29%-2.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,562 | $1,865-16.3% | $2,294-31.9% | $2,552-38.8% |
| Participant deferral / active EE | $4,328 | $3,047+42.0% | $3,822+13.2% | $4,126+4.9% |
| Admin fee / account holder | $2,501 | $5,511-54.6% | $7,024-64.4% | $7,339-65.9% |