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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 | $79,335 | $81,457-2.6% | $103,378-23.3% | $80,911-1.9% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 17.64% | 25.58%-7.9pp | 24.91%-7.3pp | 35.63%-18.0pp |
| Employer contribution / active EE | $1,320 | $3,107-57.5% | $3,870-65.9% | $2,756-52.1% |
| Participant deferral / active EE | $5,236 | $3,871+35.3% | $5,058+3.5% | $4,297+21.9% |
| Admin fee / account holder | $8,246 | $6,717+22.8% | $8,401-1.8% | $6,935+18.9% |