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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 | $79,059 | $81,331-2.8% | $155,534-49.2% | $80,935-2.3% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 21.84% | 33.37%-11.5pp | 64.92%-43.1pp | 35.66%-13.8pp |
| Employer contribution / active EE | $955 | $3,105-69.2% | $4,675-79.6% | $2,757-65.4% |
| Participant deferral / active EE | $2,898 | $3,454-16.1% | $5,630-48.5% | $4,299-32.6% |
| Admin fee / account holder | $4,193 | $7,999-47.6% | $15,900-73.6% | $6,924-39.4% |