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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 | $78,697 | $76,407+3.0% | $150,298-47.6% | $82,448-4.5% |
| Participation rate | 38.2% | 66.4%-28.2pp | 77.8%-39.5pp | 68.1%-29.8pp |
| Annual return | 18.01% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,521 | $2,614-41.8% | $4,154-63.4% | $2,551-40.4% |
| Participant deferral / active EE | $5,235 | $3,214+62.9% | $5,453-4.0% | $4,139+26.5% |
| Admin fee / account holder | $1,628 | $6,352-74.4% | $14,116-88.5% | $7,234-77.5% |