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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 | $64,928 | $93,598-30.6% | $135,974-52.2% | $75,173-13.6% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 16.19% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,918 | $3,538-45.8% | $4,859-60.5% | $2,671-28.2% |
| Participant deferral / active EE | $4,112 | $6,405-35.8% | $7,760-47.0% | $4,126-0.3% |
| Admin fee / account holder | $8,255 | $6,978+18.3% | $10,767-23.3% | $5,651+46.1% |