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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 | $110,137-23.3% | $161,149-47.6% | $82,637+2.3% |
| Participation rate | 58.1% | 72.4%-14.3pp | 78.8%-20.8pp | 68.1%-10.0pp |
| Annual return | 16.20% | 20.69%-4.5pp | 21.16%-5.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,124 | $2,856-25.6% | $4,360-51.3% | $2,552-16.8% |
| Participant deferral / active EE | $3,196 | $4,575-30.1% | $6,153-48.1% | $4,126-22.5% |
| Admin fee / account holder | $704 | $9,467-92.6% | $15,194-95.4% | $7,339-90.4% |