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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 | $70,004 | $80,985-13.6% | $96,576-27.5% | $75,181-6.9% |
| Participation rate | 61.4% | 71.8%-10.4pp | 76.0%-14.5pp | 67.2%-5.8pp |
| Annual return | 15.15% | 27.05%-11.9pp | 25.87%-10.7pp | 160.69%-145.5pp |
| Employer contribution / active EE | $2,153 | $2,282-5.7% | $2,965-27.4% | $2,671-19.4% |
| Participant deferral / active EE | $4,440 | $3,929+13.0% | $4,851-8.5% | $4,126+7.6% |
| Admin fee / account holder | $13,847 | $6,719+106.1% | $8,253+67.8% | $5,650+145.1% |