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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 | $74,691 | $88,672-15.8% | $105,223-29.0% | $82,448-9.4% |
| Participation rate | 37.9% | 67.9%-30.0pp | 75.0%-37.1pp | 68.1%-30.1pp |
| Annual return | 18.35% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,244 | $3,048-59.2% | $3,689-66.3% | $2,551-51.2% |
| Participant deferral / active EE | $2,380 | $4,036-41.0% | $5,072-53.1% | $4,139-42.5% |
| Admin fee / account holder | $8,062 | $7,146+12.8% | $8,859-9.0% | $7,234+11.4% |