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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 | $80,468 | $64,920+23.9% | $103,693-22.4% | $86,983-7.5% |
| Participation rate | 36.1% | 63.6%-27.5pp | 72.6%-36.5pp | 69.5%-33.4pp |
| Annual return | 18.88% | 30.29%-11.4pp | 47.61%-28.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,336 | $2,141-37.6% | $2,920-54.2% | $2,584-48.3% |
| Participant deferral / active EE | $2,238 | $3,241-30.9% | $4,579-51.1% | $4,194-46.6% |
| Admin fee / account holder | $1,946 | $6,191-68.6% | $7,858-75.2% | $7,856-75.2% |