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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 | $76,898 | $95,904-19.8% | $173,730-55.7% | $64,340+19.5% |
| Participation rate | 56.6% | 60.6%-4.1pp | 79.6%-23.0pp | 55.2%+1.3pp |
| Annual return | 17.12% | 17.47%-0.4pp | 19.96%-2.8pp | 24.14%-7.0pp |
| Employer contribution / active EE | $1,292 | $2,323-44.4% | $4,577-71.8% | $1,862-30.6% |
| Participant deferral / active EE | $2,976 | $3,488-14.7% | $6,326-53.0% | $2,980-0.1% |
| Admin fee / account holder | $6,683 | $5,089+31.3% | $17,523-61.9% | $3,703+80.5% |