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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 | $86,922-8.2% | $102,438-22.1% | $80,874-1.3% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 12.01% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,848 | $2,369-22.0% | $3,024-38.9% | $2,756-32.9% |
| Participant deferral / active EE | $4,921 | $4,119+19.5% | $5,054-2.6% | $4,297+14.5% |
| Admin fee / account holder | $4,417 | $8,050-45.1% | $9,448-53.3% | $6,935-36.3% |