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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 | $72,765 | $101,763-28.5% | $164,866-55.9% | $80,874-10.0% |
| Participation rate | 59.3% | 71.8%-12.5pp | 78.6%-19.3pp | 67.6%-8.3pp |
| Annual return | 15.77% | 16.73%-1.0pp | 69.97%-54.2pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,957 | $2,954-33.8% | $4,343-54.9% | $2,756-29.0% |
| Participant deferral / active EE | $4,655 | $4,477+4.0% | $6,033-22.8% | $4,297+8.3% |
| Admin fee / account holder | $4,524 | $8,228-45.0% | $12,689-64.4% | $6,935-34.8% |