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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 | $114,712-26.3% | $173,730-51.4% | $87,485-3.4% |
| Participation rate | 58.1% | 73.0%-14.9pp | 79.6%-21.5pp | 68.9%-10.9pp |
| Annual return | 16.20% | 20.18%-4.0pp | 19.96%-3.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,124 | $2,904-26.9% | $4,577-53.6% | $2,596-18.2% |
| Participant deferral / active EE | $3,196 | $4,642-31.1% | $6,326-49.5% | $4,274-25.2% |
| Admin fee / account holder | $704 | $10,210-93.1% | $17,523-96.0% | $7,775-90.9% |