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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 | $81,673 | $65,364+25.0% | $92,909-12.1% | $72,975+11.9% |
| Participation rate | 53.2% | 68.3%-15.1pp | 76.0%-22.8pp | 69.5%-16.3pp |
| Annual return | 20.68% | 42.11%-21.4pp | 109.44%-88.8pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,697 | $2,594-34.6% | $3,653-53.5% | $2,440-30.4% |
| Participant deferral / active EE | $3,034 | $3,128-3.0% | $4,238-28.4% | $3,608-15.9% |
| Admin fee / account holder | $1,502 | $4,251-64.7% | $5,795-74.1% | $5,124-70.7% |