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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 | $81,276-13.6% | $155,574-54.9% | $80,925-13.3% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 13.71% | 33.36%-19.6pp | 64.87%-51.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,675 | $3,103-13.8% | $4,676-42.8% | $2,756-2.9% |
| Participant deferral / active EE | $3,648 | $3,453+5.6% | $5,629-35.2% | $4,299-15.1% |
| Admin fee / account holder | $1,435 | $7,993-82.0% | $15,914-91.0% | $6,940-79.3% |