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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 | $72,146 | $81,358-11.3% | $155,556-53.6% | $80,959-10.9% |
| Participation rate | 54.0% | 66.3%-12.3pp | 78.2%-24.2pp | 67.7%-13.7pp |
| Annual return | 15.43% | 33.39%-18.0pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,232 | $3,106-28.1% | $4,675-52.3% | $2,757-19.0% |
| Participant deferral / active EE | $3,566 | $3,455+3.2% | $5,631-36.7% | $4,300-17.1% |
| Admin fee / account holder | $4,573 | $7,994-42.8% | $15,885-71.2% | $6,925-34.0% |