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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 | $83,138 | $86,949-4.4% | $102,460-18.9% | $80,959+2.7% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 13.90% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,631 | $2,370-31.2% | $3,025-46.1% | $2,757-40.9% |
| Participant deferral / active EE | $3,243 | $4,121-21.3% | $5,056-35.9% | $4,300-24.6% |
| Admin fee / account holder | $3,948 | $8,048-50.9% | $9,460-58.3% | $6,925-43.0% |