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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 | $64,592 | $97,125-33.5% | $86,233-25.1% | $137,256-52.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 17.60% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,412 | $2,841-50.3% | $2,504-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $4,154 | $5,180-19.8% | $4,559-8.9% | $6,407-35.2% |
| Admin fee / account holder | $397 | $9,725-95.9% | $8,342-95.2% | $12,270-96.8% |