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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 | $81,487-2.6% | $102,412-22.5% | $80,935-2.0% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 17.64% | 25.60%-8.0pp | 24.94%-7.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,320 | $3,103-57.5% | $3,870-65.9% | $2,757-52.1% |
| Participant deferral / active EE | $5,236 | $3,871+35.3% | $5,060+3.5% | $4,299+21.8% |
| Admin fee / account holder | $8,246 | $6,717+22.8% | $8,388-1.7% | $6,924+19.1% |