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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 | $84,594 | $81,358+4.0% | $155,556-45.6% | $80,959+4.5% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 16.94% | 33.39%-16.4pp | 64.84%-47.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,330 | $3,106-57.2% | $4,675-71.6% | $2,757-51.8% |
| Participant deferral / active EE | $6,145 | $3,455+77.8% | $5,631+9.1% | $4,300+42.9% |
| Admin fee / account holder | $7,456 | $7,994-6.7% | $15,885-53.1% | $6,925+7.7% |