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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 | $93,203 | $104,098-10.5% | $140,514-33.7% | $94,015-0.9% |
| Participation rate | 56.0% | 73.7%-17.7pp | 77.8%-21.8pp | 70.8%-14.8pp |
| Annual return | 20.59% | 15.14%+5.5pp | 14.36%+6.2pp | 17.84%+2.7pp |
| Employer contribution / active EE | $1,702 | $2,388-28.7% | $3,378-49.6% | $2,790-39.0% |
| Participant deferral / active EE | $5,753 | $4,033+42.7% | $4,919+17.0% | $4,249+35.4% |
| Admin fee / account holder | $2,751 | $10,439-73.7% | $13,697-79.9% | $8,951-69.3% |