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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 | $90,200 | $77,896+15.8% | $134,172-32.8% | $82,448+9.4% |
| Participation rate | 40.0% | 62.8%-22.8pp | 72.5%-32.5pp | 68.1%-28.1pp |
| Annual return | 17.22% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,242 | $2,159-42.5% | $3,420-63.7% | $2,551-51.3% |
| Participant deferral / active EE | $3,907 | $3,162+23.6% | $4,690-16.7% | $4,139-5.6% |
| Admin fee / account holder | $5,492 | $6,336-13.3% | $12,016-54.3% | $7,234-24.1% |