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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 | $94,699-18.8% | $185,441-58.5% | $65,306+17.7% |
| Participation rate | 56.6% | 64.2%-7.7pp | 80.3%-23.7pp | 57.7%-1.1pp |
| Annual return | 17.12% | 16.71%+0.4pp | 20.16%-3.0pp | 21.94%-4.8pp |
| Employer contribution / active EE | $1,292 | $2,381-45.7% | $4,672-72.3% | $1,967-34.3% |
| Participant deferral / active EE | $2,976 | $3,568-16.6% | $6,152-51.6% | $2,959+0.6% |
| Admin fee / account holder | $6,683 | $4,797+39.3% | $17,890-62.6% | $3,480+92.1% |