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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 | $71,748 | $86,940-17.5% | $102,434-30.0% | $80,935-11.4% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,425 | $2,370-39.9% | $3,023-52.9% | $2,757-48.3% |
| Participant deferral / active EE | $3,580 | $4,121-13.1% | $5,055-29.2% | $4,299-16.7% |
| Admin fee / account holder | $513 | $8,047-93.6% | $9,462-94.6% | $6,924-92.6% |