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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 | $79,793 | $86,938-8.2% | $102,423-22.1% | $80,925-1.4% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.8pp | 67.7%-23.9pp |
| Annual return | 12.01% | 18.89%-6.9pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,848 | $2,369-22.0% | $3,023-38.9% | $2,756-32.9% |
| Participant deferral / active EE | $4,921 | $4,120+19.4% | $5,054-2.6% | $4,299+14.5% |
| Admin fee / account holder | $4,417 | $8,053-45.2% | $9,455-53.3% | $6,940-36.4% |