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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 | $70,193 | $81,233-13.6% | $155,567-54.9% | $80,874-13.2% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 13.71% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,675 | $3,101-13.7% | $4,674-42.8% | $2,756-2.9% |
| Participant deferral / active EE | $3,648 | $3,452+5.7% | $5,628-35.2% | $4,297-15.1% |
| Admin fee / account holder | $1,435 | $7,998-82.1% | $15,916-91.0% | $6,935-79.3% |