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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 | $71,912 | $86,940-17.3% | $102,434-29.8% | $80,935-11.1% |
| Participation rate | 46.0% | 72.4%-26.4pp | 76.5%-30.5pp | 67.7%-21.7pp |
| Annual return | 26.40% | 18.89%+7.5pp | 29.46%-3.1pp | 35.66%-9.3pp |
| Employer contribution / active EE | $1,805 | $2,370-23.8% | $3,023-40.3% | $2,757-34.5% |
| Participant deferral / active EE | $3,786 | $4,121-8.1% | $5,055-25.1% | $4,299-11.9% |
| Admin fee / account holder | $3,062 | $8,047-61.9% | $9,462-67.6% | $6,924-55.8% |