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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 | $68,973 | $88,707-22.2% | $74,184-7.0% | $273,972-74.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 5.54% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,166 | $3,159-31.4% | $2,370-8.6% | $4,869-55.5% |
| Participant deferral / active EE | $5,111 | $4,212+21.4% | $3,550+44.0% | $5,287-3.3% |
| Admin fee / account holder | $4,139 | $8,717-52.5% | $5,586-25.9% | $10,133-59.2% |