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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 | $75,160 | $90,400-16.9% | $186,193-59.6% | $87,485-14.1% |
| Participation rate | 66.1% | 66.2%-0.1pp | 77.1%-11.0pp | 68.9%-2.9pp |
| Annual return | 15.11% | 22.15%-7.0pp | 78.03%-62.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,760 | $2,170+27.2% | $3,918-29.6% | $2,596+6.3% |
| Participant deferral / active EE | $6,243 | $4,330+44.2% | $6,513-4.1% | $4,274+46.1% |
| Admin fee / account holder | $4,447 | $8,673-48.7% | $11,058-59.8% | $7,775-42.8% |