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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 | $38,822 | $185,141-79.0% | $153,416-74.7% | $155,188-75.0% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 6.61% | 18.72%-12.1pp | 17.84%-11.2pp | 148.84%-142.2pp |
| Employer contribution / active EE | $2,368 | $4,489-47.3% | $3,764-37.1% | $4,248-44.3% |
| Participant deferral / active EE | $6,060 | $5,477+10.7% | $4,723+28.3% | $6,531-7.2% |
| Admin fee / account holder | $25,395 | $16,005+58.7% | $13,095+93.9% | $14,480+75.4% |