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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 | $88,578 | $99,345-10.8% | $84,753+4.5% | $273,972-67.7% |
| Participation rate | 47.8% | 80.7%-32.9pp | 76.6%-28.8pp | 83.0%-35.2pp |
| Annual return | 8.76% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,172 | $4,214-72.2% | $3,574-67.2% | $4,869-75.9% |
| Participant deferral / active EE | $4,558 | $4,270+6.7% | $3,712+22.8% | $5,287-13.8% |
| Admin fee / account holder | $1,258 | $6,645-81.1% | $5,333-76.4% | $10,133-87.6% |