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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 | $108,825-22.3% | $156,181-45.9% | $82,448+2.5% |
| Participation rate | 58.1% | 72.4%-14.3pp | 78.8%-20.8pp | 68.1%-10.0pp |
| Annual return | 16.20% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,124 | $2,870-26.0% | $4,294-50.5% | $2,551-16.8% |
| Participant deferral / active EE | $3,196 | $4,577-30.2% | $6,132-47.9% | $4,139-22.8% |
| Admin fee / account holder | $704 | $9,341-92.5% | $14,586-95.2% | $7,234-90.3% |