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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 | $84,515 | $123,478-31.6% | $216,567-61.0% | $94,015-10.1% |
| Participation rate | 58.1% | 75.1%-17.0pp | 81.6%-23.6pp | 70.8%-12.8pp |
| Annual return | 16.20% | 23.61%-7.4pp | 12.94%+3.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $2,124 | $3,136-32.3% | $5,216-59.3% | $2,790-23.9% |
| Participant deferral / active EE | $3,196 | $4,556-29.8% | $6,191-48.4% | $4,249-24.8% |
| Admin fee / account holder | $704 | $12,753-94.5% | $21,981-96.8% | $8,951-92.1% |